Add Flags to help sort your contacts

Flags allow you to group and sort your contacts.  You may have as many flags as you need for your business.  Each contact may have multiple flags.

1. Go to Settings, then click Flags.

Edit Flags from this list by clicking on the Flag name you want to edit.

To delete a Flag, select the Flag by checking the box to the left of the Flag and then click Delete Selected Flag at the bottom of you list of Flags.

Follow the next few steps to add new flags.

 

2. Click Add Flag.

 

3. Name your Flag, select an icon and choose a background color to represent your Flag and Save your changes.

Icons may be re-used if you need more icons or want one icon to represent multiple groups.

 

From the Contact, click the Flags link to add Flags to the Contact.

 

Remove Flags from a contact by clicking the X in the corner of the flag.  You will click once to highlight, click again to confirm the removal of the flag from the record.

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