Organize contacts with fields and tags

Store useful information

Add the fields needed to identify and serve a customer. Use clear names and avoid unnecessary personal data.

Group by purpose

Apply tags for groups such as Awaiting reply. For supported automatic conditions, create a Smart tag and preview the actual matches. Classification does not automatically send messages.

Verify imports and updates

Check Excel columns, numbers and duplicate records before saving. Preserve opt-out decisions when refreshing a list, and confirm one contact’s final values afterward.

Continue with the guide

• Add and organize contacts on your PC
• Set Smart tags and verify the matching contacts