SAC 360º - How to add tags to the Contact in the SprintHub service window

Adding tags during the service is a practical way to organize contacts, segment leads, and make future searches in the CRM easier.

---

📍 Where to add the tag

1. Go to the SAC 360º.

2. Open the desired service.

3. In the side panel (contact information), locate the section Tags.

➕ How to add a new tag

1. Click the field Tags.

2. Type the name of the desired tag.

3. If the tag already exists, just select it from the list.

4. If it does not exist, press Enter to create a new one.

The tag will be linked to the contact immediately.

✏️ How to remove a tag

• In the same field of Tags, click on the "x" next to the tag you want to remove.

---

💡 Best practices

• Use patterns such as:

  • Hot Lead

  • Quote Sent

  • After-sales

• Avoid creating too many variations for the same purpose (e.g.: “hot lead”, “HotLead”, “hot”) to keep things organized.