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Managing Contact Tags

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Talkdesk allows you to label contacts and associate tags with them. A tag is a label that is applied to the contact for identification purposes. For example, you can apply a tag called “vip” to your best customers or tag a list of contacts associated with a marketing campaign. This can be useful for viewing and compiling lists of all partners, leads, qualified leads, unresponsive contacts etc.

When working on specific campaigns you may also want to call all contacts within a list and keep track of your progress. To improve the efficiency of this process you can also use our One Click List Dialing feature to call contacts sequentially.

To do this, simply open the contact profile and type in the tag into the box labeled “add tag” [1]:

Once you hit enter, the new tag will be added to the contact [2].

 

Removing a Tag From the Contact

To remove a tag, open the contact and click the “x” next to the tag box [3].

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