CRM (Contacts / Tags / Fields)
How to add tag in conversation logs:
1. Go to your Inbox. 1. Open a specific conversation log. 1. Select "+ Add Tag" and choose the desired tag(s) to assign to the contact. !Image 1. Access your Inbox. 1. In the conve…
Updated Apr 15, 2026
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Go to your Inbox.
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Open a specific conversation log.
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Select "+ Add Tag" and choose the desired tag(s) to assign to the contact.
How to add tag from Inbox Sidebar (Contact Info):
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Access your Inbox.
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In the conversation list sidebar, locate the “arrow” to expand the menu and navigate to Contact Info.
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Click on the contact information section to expand it.
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Within the contact details, find the "Tags" section.
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Click "+ Add Tag" to assign a new tag or select an existing tag.
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