Add Contact/Customer Tags

Customer Tags in Suprata allow you to categorize and organize your customer database efficiently. By assigning tags with unique identifiers and colors, you can quickly filter, search, and manage contacts, streamlining communication and operations. This feature is essential for segmenting customers based on various attributes or preferences, enabling better customer relationship management and more targeted interactions.

Prerequisites: Account owners and those with administrator access.

Instructions

1. From the main Dashboard, click the Administration tab.
   
   
   
   
   
   
2. You will enter the Administration Dashboard.
   
   
   
   
   
   
3. Click on Tag Settings.
   
   
   
   
   
   
4. Click Contact Tags from the expanded Tag Settings tab to enter the Manage Customer Tags page.
   
   
   
   
   
5. Click the blue Add Customer Tag button, where you will be taken to the New Customer Tag page.
   
   
   
   
   
   
6. Fill in the Tag field, choose a Tag Color and click Save.
   
   
   
   
7. You should then be taken back to the Manage Customer Tags page where the customer tag will now be visible.