Add Tags

Learn how to add tags to a contact in CallAction. Tagging contacts allows you to filter conversations in a simple yet powerful way.

Updated over a week ago

Add a Tag to a Contact 

You can quickly add a tag to any contact in CallAction. You can select an existing tag or add a new tag as needed. 

How to Add a Tag

  1. Login to CallAction

  2. Click on Conversations

  3. Select a Contact

  4. Click on Actions on top right

  5. Click on Add Tags

  6. Search and select one or more existing tags OR enter new tags and hit enter

Done, the specific contact has been tagged with your specific tag allowing you to easily filter contacts. 

Tags will appear in the tag settings allowing you to easily add, edit, merge or delete tags as needed across the system.

Contacts can also be tagged automatically by adding tags at the campaign level in call settings or email settings. 

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