InsuredMine | Optimize and Grow Your Insurance Agency

Tag in Contacts

Creating a tag:

1. Click on the Add Contact Button in the Contacts section.

1. Click on the Add Contact Button in the Contacts section.

Viewing contacts for specific tags

1. Go to the Contacts module and click the Filter button as shown in the image below.

2. Click Tags on the filter pop up and select the tags for which you wish to view the contacts. Click Apply

Updating tags for existing contacts

1. Go to Contacts module, click on the contact name to update tags.

2. Contact information window appears, click on the Pen icon to edit as shown in the image below.