Improve the organization and segmentation of your contacts in Pest AI by adding tags. This article offers a clear, step-by-step guide on how to create and apply tags to your contacts, allowing you to categorize them based on specific criteria or interactions. Learn how to utilize tags to streamline your communication strategies, enhance targeted marketing efforts, and maintain a well-organized contact database.
1. Start by selecting Contacts from your navigation menu.
2. Now, navigate to the contact you wish to add a tag.
3. Proceed by selecting the 'Add Tag' button.
4. Next, either choose an existing tag or create a new one.
5. Afterwards, enter a description for the tagging action.
6. Finally, confirm and save your changes by clicking 'Add'.