Lastly, the Tags assigned to this Contact will be visible at the bottom of the details view.
Tags are primarily used to organize Users and can later be used to filter Contacts for other purposes such as broadcasts or contact views.
You can make changes to the Tags by adding and removing them from the field.
Adding a Tag
To add a Tag, type into the field of the desired Tag. The field will suggest existing Tags that match your query. You can select an existing Tag if it matches your query or create a new Tag by hitting the Enter key.
Removing a Tag
When a Tag is no longer relevant to a Contact, you can remove it from the Contact by clicking the
on the Tag.
Tips: Standardize the terms used for tagging and keep the number of Tags on each user to a minimum and relevant. Tag pollution is bad.
Within a Workspace, there can be multiple Contact profiles belonging to the same person. In such scenarios, these duplicate contact records can be merged into one complete record.
Platform Users will be alerted about potential duplicate Contacts through merge suggestions. Merge suggestions are made based on repeated use of a phone number or email address on two or more Contact profiles. Merge suggestions will be prompted in the Messages Module and on the Dashboard.