How to add Roles and Tags to a Contact

You can add roles and interests to contacts, as well as search for contacts according to those tags.

Written by Yujia Zheng

Updated over a week ago

In the top bar, select the Contacts tab, then select the contact you want to add the Roles or Interests to.

To add a new role or tag, select Add Role or Add Tag. Then select the role or tag in the drop down.

If the role or tag you want to add is not in the dropdown yet, type the new role/tag, and then hit Enter.