How to Create a Contact Tag

How to Create a Contact Tag

How to Create a Contact Tag

Contact Tags help you organize and segment your contacts into meaningful groups.

Instead of manually selecting contacts one by one, you can assign a Tag to your contacts and then launch Dialer campaigns based on that Tag.

Example: Instead of manually selecting 2,000 UK leads, you simply select the tag “UK Sales Leads” when creating the campaign.

📌 Note: Admin permissions are required to create tags.


Step-by-Step: Create a Tag

  1. Go to Settings → Contacts → Tags and click “+ Add Tag”

  2. Set a Name for your Tag and add a Description (optional).

  3. Choose your Label Color and click Create.

✅ The tag is now available to assign to contacts.


Done 🎯