Adding Tags to a Conversation allows for easier filtering of Conversations by shared topics, themes, concerns, and more, and makes it easier to identify common threads between multiple Conversations with different Constituents. Tags can be applied at any time while the Conversation is open.
Instructions
Navigate to the Conversations tab:
Click the Go to Conversation Details link for the desired conversation:
Click Add Tag:
Select your desired tag from the resulting dropdown list:
Repeat this process for each tag you want to assign to the conversation