Tag A Contact In Infusionsoft Sync For Outlook

Introduction

Tags allow you to segment your contacts for more targeted communication. Tags also start campaign automation.

 

Step-by-Step Instructions

  1. Click the Add a tag link or the plus symbol in the Tags section.

     

  2. Select the tag category.

     

  3. Check the tags you would like to apply.

     

  4. Click the Add to Infusionsoft button.