Contact tags

 

In this section 

 

 

Use tags to manage your contacts in a way that makes sense for you. Zap automatically tags your contacts for basic criteria such as buyer/seller, broker/agent lead, etc. You can also add custom tags!

 

 

 

View and edit tags  

 

View your contact's tags under Basic Info on their Contact Profile. 

 

  1. To access the Contact Profile, click on your contact's name anywhere in Zap. 
  2. Loacte the section labeled Basic Info. Locate the Tags section.
  3. View the contact's system-generated tags. You won't be able to edit these tags, but you will notice they change automatically based on changes to your contact's account. 
  4. Create a custom tag by typing in a word or phrase into the empty input field. Click Add
  5. To remove a tag, click the “X” to the right of the tag.

 

Filter your contacts by custom tags

 

  1. Click Contacts from the left navigation panel. 
  2. Click Filters and locate the section Custom Tags. This will open a drop-down menu with your available tags. 
  3. Checkbox any tag to view contacts with that associated tag.
Leslie Leach April 17, 2019
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