Tags are an important way to filter contacts, automate activity within your CRM, or set a contact's status.
How to create a tag in We-Connect
You can create tags on a user's profile from the campaign manager, the 'Saved Lists' page of the settings menu, or the 'My Contacts' tab of the left side menu.
Step 1: Navigate to the 'My Contacts' tab of the left side menu and click 'Tags.'
On the 'My Contacts' page, you can manage all campaigns and existing networking connections, view activity logs, messages, notes, tags, and profile information about a contact, and more.
Choose a contact, and then 'Tag' to add a tag to that contact.
Step 2: Select or add a new tag.
You can either select a previously created tag, or enter a new tag.
To add tags to multiple contacts at once, select multiple LinkedIn profiles (by clicking on each user's profile photo) and then click the 'tag' icon at the top right corner of the screen.
If you have any questions about adding tags or creating webhooks using tags, don't hesitate to contact our support team; We're always happy to help.