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Add or Remove Contact Tags with the Command App

Paul Polansky
Updated

It's easy to organize your database using the Command App, especially when you need to quickly add a contact tag to a lead/contact. Use existing tags that have already been created, or create one in the moment, to keep your database organized and segmented based on business needs.

To add or remove contact tags with the Command App:

1. Log in to the Command App with your KW login credentials.


2. Tap the Contacts icon, command_icon_contacts.png, on the bottom of the screen, then find and tap on the name of the contact you want to add or remove tags for.

ca contacts select contact new.png
 

You also have the ability to add tags to multiple contacts at one time using bulk actions:

  1. Tap the ellipses icon, icon_three_dots_listing_edit.png, at the top right of the screen, then tap Select Contacts.
  2. Select up to 500 contacts, then tap Add Tags, at the bottom of the screen.

ca contacts bulk tags.png

  


3. Tap Add/Remove Tags.

ca_contacts_edit_addremove_tags.png


4. The tags that are currently applied will show at the top of the screen, with the list of possible tags below. Select the box next to tags you want to add and deselect the box next to tags you want to remove, then tap Done in the top right hand corner when finished.

  • You also have the ability to click + New Tag to create a new tag to apply to this contact, and potentially future contacts.
ca_contacts_addremove_tags_modal.png

 

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