Search Contacts by Tags

Find contacts that have been tagged using tag filter search. This search is available in both the conversation view and the contact list. 

Filter Conversations for Tagged Contacts

  1. Login to CallAction
  2. Click on Conversations
  3. Click on down arrow next to search box to display filters
  4. Select Search by Tags
  5. Search tag from auto-suggest down-down.
  6. Highlight selected tag
  7. Click or hit enter to select tag
    (Note: You can filter by multiple tags)
  8. Conversation contact list is now refined by matching tagged contacts

View tags attached to each contact by viewing the contact details under the tag section.  

Now you can add or manage tags at the contact level in conversation view. You can also manage tag settings across entire system. 

Search Contact List using Tag Filter

  1. Login to CallAction
  2. Click on Contact List
  3. Search tag from auto-suggest down-down search box.
  4. Highlight selected tag
  5. Click or hit enter to select tag
    (Note: You can filter by adding multiple tags)
  6. Contact list is now refined by matching tagged contacts

Done! You can now manage your conversations using these powerful tagging options. You can also auto tag new contacts by adding default tags at the campaign level under both call settings and/or email settings. Use tags to setup call list to use our sales dialer to power dial your tagged contacts. 

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