Articles on: CANDDi Tools

Manually adding a tag

Sometimes you will want to ‘tag’ a visitor (e.g. as a prospect, competitor, enquired, etc.) Now you can create your own tags and organise them so tagged visitors show up whatever colour you want. This makes it really easy to spot ‘competitors’ a mile away!

In order to tag one visitor manually, you will need to go into the profile:



Then if you find the CONTACT TAGS section, you will need to change the view to LIST VIEW in the top right corner.



You can select a tag from the drop down appears or add your own.



In order to add a new tag you will need to type the tag name and add a comma after it (,).



Have more questions? Contact us at hello@canddi.com or 0161 414 1080

Updated on: 04/02/2020

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