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Contact Lists and Tags (Legacy)

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IMPORTANT: On February 21, 2022, we announced the End of Life of the Main Dialer (sometimes also referred to as “Keypad”) and associated Agent tabs in Main.

The Contacts app is replacing the legacy Contacts tab in Main. You may continue to use the legacy tab until the EoL date. However, upon the End of Support date, Talkdesk will no longer provide fixes or enhancements to the products, so you should upgrade to Talkdesk Agent Workspace. 

Conversations is replacing the Main Dialer. The Main Dialer features previously described in this article are now available in Conversations.

Jump to Conversations documentation.

Access Talkdesk Agent Workspace documentation here.

 

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.

To filter your contacts by a specific tag, select the tag from the drop-down list. The list of contacts will show all the contacts that have that tag.

By default, only 25 contacts are displayed at a time.

If there are more than 25 contacts, you can navigate through them by clicking on the right-arrow or the page number at the bottom.

 

Adding and Removing Contact Tags

To add a new tag (i.e. "hot lead", "prospect", "vip", etc.) to a contact, simply open the contact profile, type the tag name in the box labeled "Add tag" and press Enter.

To remove a tag from the contact, open the contact and click the “x” next to the tag name.

When a CSV list is uploaded, a particular tag is associated with that list so you can access all related contacts.

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