- From your main dashboard, select “Contacts” on the top tool bar. This brings you to the main contact page (List View).
- To search by a specific tag, click the “Funnel” button right side of your screen.
- You will see a box labeled “Tags”.
- To include a specific tag, you enter “=” and then the tag name. Ex. =MS.
- To exclude a specific tag, you enter “!=” and then the tag name. Ex. !=MS.
- Select your tag from the list.
- Then click “Apply”.
- Some tags are automatically added to contacts based on behaviors like reading an email or being updated with a submitted or issued policy.
Searching by Tag Print
Modified on: Tue, 15 Jun, 2021 at 12:16 PM
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