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How to Add and Manage Roles for Contacts
How to Add and Manage Roles for Contacts

Learn how to add roles and interests to contacts in ARTERNAL and search for contacts using these tags.

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

You can easily add roles and interests to your contacts and search for them using those tags. Follow these steps:

Step 1: Access the Contacts Tab

  • In the left-side bar, select the Contacts tab, then choose the contact you want to add roles or interests to.

Step 2: Add a New Role

  • Click Roles, type in the desired role to add it if it is not already created, and then press Enter.

Step 3: Add More Roles and Interests

  • To add more roles, repeat Steps 2 as needed.


Frequently Asked Questions (FAQ):

Q: How do I add a role to a contact in ARTERNAL?
โ€‹A: Go to the Contacts tab, select the contact, click Add Role under the Roles section, type the role, and press Enter.

Q: Can I add multiple roles and interests to the same contact?
โ€‹A: Yes, you can add multiple roles.

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