Adding New Tags

Where and how do I add new tags. I like to use tags for reporting the type of clients and outcome of the call.

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  • Official comment

    Hi Leanne,

    Kevin from Customer Support here.  Sorry for the delayed response.

    Tags can be applied on the Contact panel and you simply need to type what you would like the tag to be, then select by clicking on the tag.

    Please reach out to our Customer Support team if you would like additional clarification.

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