Edit a contact and add tags
Update a contact's details and tags so your team can find and filter them.
Open Contacts, click the person, and press the pencil (Edit contact). Change the details, the Notes or the Tags (separated by commas), then press Save.
In this video
Step by step
- 1
Contacts change: new numbers, new companies, new needs. Anyone on the team can update them. Open the contact.
- 2
Press the pencil to edit.
- 3
Tags are separated by commas. Add one, or remove one you no longer need.
- 4
Update the notes, so everyone knows the latest.
- 5
Save updates only the fields you changed. Here, we press Cancel instead.
- 6
Tags turn into filters at the top. Click one to see everyone with that tag.
- 7
All shows everyone again.
Save updates only the fields you changed. Every tag becomes a filter at the top of Contacts; All shows everyone again.
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