How to Create New and Add Tags to Existing Contacts

Lena Habchi
Lena Habchi
  • Updated

Creating New Tags:

  1. Log in to Your Wave Account: Start by logging into your Wave account.
  2. Navigate to Contacts: Click on the 'Contacts' section in the main menu.
  3. Select Tags: Click on the 'Tags' option.
  4. Create a New Tag: Click the 'Create' button to start creating a new tag.
    • Name Your Tag: Enter the name of your new tag.
    • Choose a Color: Select a color associated with your tag for quick visual reference.
  5. Save Your Tag: Once you have named your tag and chosen a color, save your new tag.

Adding Tags to Existing Contacts:

  1. Select the Contact: Click on the existing contact that you want to tag.
  2. Tag the Contact: Use the tag option to add the newly created tag to this contact.

Using the Auto Tag Feature:

  1. Set Up Auto Tag: Once you have created your tag, you can use the auto tag feature.
  2. Select Time Frame: Choose a start and end date for the time frame in which anyone you connect with will automatically be tagged.
    • Auto Tagging: During the selected time frame, any new contact you connect with will automatically be tagged with your chosen tag, saving you the effort of manually tagging each contact.

These features help you efficiently manage and organize your contacts with minimal effort.