Creating & Managing Tags for Contacts

Module: Admin App

Tags allow you to label and filter your opportunities and contacts based on specific attributes or behaviors. Let's see how to create tags in the configuration section.

To create a new tag:

• Navigate to Configuration > CRM > Tags.
• Click +Create Tag.

• Enter a Tag Name.
• Choose a Tag Color.
• Click Create.

To find existing tags:

• You can use the Search bar to find your intended tag.

To edit existing tags:

• Click on the pencil icon for the intended tag.
• Make the required changes.
• Click Update.

To delete an existing tag:

• Click on the trash icon for the intended tag.
• Click Delete on the confirmation modal.

That is all you need to know about creating or managing tags in VoiceStack.

Support

Need further help? Contact [e-mail] or call [phone].