Tag contacts using words that'll help you keep your database organized and your messages relevant. Revamp CRM's simple yet powerful tagging tool enables you to:

  • Search your contacts quickly and effectively
  • Filter using Tags to export relevant parts of your customers
  • Focus your efforts on a specific segment of clients
  • Send emails to all or parts of your contacts

Add Tag:

You can Tag a contact while you are adding them using these steps: 
Navigate to 'Customers'. Click 'Contacts'.  Click 'Add Contact'. Fill out the Tag field.  Save your Contact.



You can add a Tag to a group of your contacts after they've been saved. 

Navigate to 'Customers'  then to 'Contacts'.
Select the contacts you want to tag from the contacts' main list.  
Click on the Tag button, type in the Tag words then select Add.




Delete Contact Tags:

Navigate to 'Customers'  then to 'Contacts'.
Select the contacts you want to edit from the contacts' main list.  
Click on the Tag button, type in the Tag words you want to delete then select Remove.



From the Contact Profile you can Add, Edit or Delete Tags.

All you need is to head to Customers > Contacts > Choose your Contact, then in the Tags part Type in the tags you want to add and separate them with "," when you're done click enter.




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