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How do I create a tag?
Short answer: From the Tags section, the New contact tag button asks for a name and a color. You can also create one on the fly while you are tagging contacts.
Steps
- In the dashboard menu, open Tags.
- Click New contact tag, at the top right.
- Enter the tag's Name.
- Pick a Color among the fifteen offered. The Preview shows the result.
- Click Save.
You'll know it worked when: The tag appears in the tags list, with its color and a count of zero contacts.
Creating one without leaving the contacts
When you tag a selection of contacts, the Add Tag(s) panel offers Create new tag. The tag is created and ticked straight away, ready to be applied to the current selection.
On a contact's profile, the add-tag button offers the same thing.
Two tags in your organisation cannot carry the same name. If the name already exists, reuse the existing tag rather than creating a variant of it.