Getting Started (13)
Training Sessions (82)
Report (19)
Release Notes (40)
Policies (25)
Accounts (49)
Contact (84)
Client Portal (7)
Integration (40)
Pipelines (139)
Engagement (104)
Setting (42)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (8)
Google Reviews (6)
Calendar (3)
Carrier (5)
Dashboard (42)
FAQ (1)
Form (32)
Document Manager (1)
Opportunities (2)
Work Email (10)
Agent App (7)
eSignatures (31)
IMUG (3)
Tag
Contact Automation Handling in Forms.
Description: If tags are added to a newly created contact using a form, and those tags have any automation, the automation will be triggered for
Custom fields as automation Tag
Update – Contact Custom fields are available as tags Use case – Easier for Agents to auto-populate custom fields data of the contact Process:
I have created a tag group in contacts, is there a way to download that list?
Please follow the steps below to download a report for tag. 1. Go to Contacts and select the tag you want and then click on Filter. 2.
