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How to add Roles and Interest to a Contact
How to add Roles and Interest to a Contact

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

Yujia Zheng avatar
Written by Yujia Zheng
Updated over a week ago

Step 1: In the top bar, select the Contacts tab, then select the contact you want to add the Roles or Interests to.

Step 2: To add a new role, under Roles, select Add Role. Type in the desired role, then press enter.

Step 3: To add a new interest, under Interests, select Add Tag. Type in the desired tag, then press enter.

To add more roles and interests, repeat steps 2 and 3.

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