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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 could 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, and unresponsive contacts, among others.

 

Adding a Tag to a Contact

To do this, simply open the contact profile and type the tag into the box labeled Add tag [1]:

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

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Removing a Tag From the Contact

To remove a tag, open the contact and click the “X” in the tag box.

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