Contacts - How to Add and Remove Tags

Tags help organize contacts, segment audiences, and make actions in the system easier. They can be added manually or in bulk via automation.

💡 Tags can also be added manually via SAC, CRM and Contacts, as well as linked via API or contact import by CSV/XLSX.

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➕How to add Tags to contacts

Menu → General → Contacts Or type the function in Find Services

• Access the desired contact

• Click on Edit

• In the Tags, select or add the desired tags

• Save the changes

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➖How to remove Tags from contacts

• Access the desired contact

• Click on Edit

• In the Tags, remove the desired tag

• Save the changes

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CONCLUSION

Using tags is a simple and efficient way to organize, segment, and personalize the management of your leads within SprintHub. Knowing how to add or remove tags allows your team to have greater control over contacts, optimize filtering processes, and direct specific actions more quickly.

Keep your lead database always updated and classified according to your sales and marketing strategies, thus ensuring more accurate management and more consistent results.