1. From your main dashboard, select “Contacts” on the top tool bar. This brings you to the main contact page (List View).
  2. To search by a specific tag, click the “Funnel” button right side of your screen. 
  3. You will see a box labeled “Tags”.
  4. To include a specific tag, you enter “=” and then the tag name. Ex. =MS.
  5. To exclude a specific tag, you enter “!=” and then the tag name. Ex. !=MS.
  6. Select your tag from the list.
  7. Then click “Apply”.
  8. Some tags are automatically added to contacts based on behaviors like reading an email or being updated with a submitted or issued policy.