Sort your contacts with tags and smart lists

Add or remove tags

1. 1

   Select contacts

   Go to Contacts and tick the contacts you want.

2. 2

   Open the tag tool

   Click the "Add Tag" icon in the bar at the top.

3. 3

   Pick or type your tags

   Give the action a name, pick or type your tags, and click "Add Tags."

4. 4

   Remove tags the same way

   To remove tags, use the "Remove Tags" icon the same way.

Create a smart list

1. 1

   Start a smart list

   Go to Contacts and click "+ Add smart list."

2. 2

   Pick a filter

   Pick a filter, such as Tag, City, or Created date, fill it in, and click "Apply."

3. 3

   Add more filters if needed

   Add more filters with AND if you need them.

4. 4

   Save it

   Click "Create" to save it.

Good to know

• You can't drag contacts into a smart list. They show up when they match its filters. Add a tag to put someone in.
• Adding tags never removes existing ones.
• Removing tags can't be undone.
• Smart lists you create are yours. Teammates see their own.