You can add tags to your contacts in the "Contacts" section of your Zeffy dashboard.
Adding tags to multiple contacts
- Go to the "Contacts" section of your dashboard.
- Select one or multiple contacts for whom you would like to add a tag.
💡 Pro tip: Click on "Add filter" and select the group of people to which you would like to add the tag.
- In the upper righthand side of the screen, you'll see a place to "Add tag". Click on this.
- You will either be able to select an existing tag or create a new one. To create a new tick, type in the word(s) for your tag and then click on "Confirm".
Adding tags to one contact
- To add a tag to a specific contact only, go to the "Contacts" section of your dashboard.
- Click on the contact in question.
- On the left, you will see the section "tags." Click on the little plus icon to add an existing tag or create a new tag
