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Add a Tag to Constituent

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Tags can be added/removed at any time and are managed in the Tags section of the Conversations tab.

Instructions

  1. Sign in to your site

  2. Navigate to the Constituent tab:User interface of a CRM system with the Constituents tab highlighted.

  3. Search for the Constituent by name, then select the desired/appropriate result:The Constituents tab with a name filled in the Search bar, and matching results populated.

  4. Click the Add Tag link:A constituent information screen with the Add Tag link highlighted.

  5. Select desired tags from the list provided:A constituent information screen with the Add Tag drop-down list expanded showing addable tags.