The Contact Tags feature in InvestNext enables you to assign qualitative attributes to your contacts, making it easier to filter and organize them efficiently. Learn more about creating a Contact filter here.
Step-by-Step Instructions:
Add a Tag to a Single Contact
Step 1. Navigate to Contacts:
Step 2. Navigate to the Contact that you wish to add a Tag to:
Step 3. Locate the Tags section on the left-hand side of the Contact page and click Add Tag:
Step 4. Begin typing the desired description for the Tag in the search bar. If the Tag already exists in your Portal, then it will be auto-suggested (as shown in the example below), allowing you to easily select it. Otherwise, finish typing the desired description to create a new Tag:
Step 5. Click on the tag or hit the Return/Enter key on your keyboard and the new Tag will be added to their Contact page:
Add a Tag in Bulk
Step 1. Navigate to Contacts:
Step 2. Select all of the individuals you'd like to add a Tag to:
Step 3. Click the Actions button and select Add Tag from the drop-down menu:
Step 4. Begin typing the desired description for the Tag in the search bar. If the Tag already exists in your Portal, then it will be auto-suggested (as shown in the example below), allowing you to easily select it. Otherwise, finish typing the desired description to create a new Tag:
Step 5. Hit the Return/Enter key on your keyboard or click Add Tags and the new Tag will be added to their Contact:
