Quill CRM
Contacts article

Tags

Tags provide flexible categorization for your contacts based on interests, behaviors, or characteristics.

Access Tags: Click the “Tags” tab in the Contacts section to view and manage all your tags.

To create a new tag:

  1. Click the “Add Tags” button in the top-right corner
  2. Enter the tag name
  3. Add an optional description
  4. Click “Submit” to create the tag

To edit a tag:

  1. Click the “Edit” button in the actions column
  2. Edit the tag name or tag description if needed
  3. Click “Submit” to edit the tag