Setting tags to your clients gives you another criterion, allowing unrestricted ways to search and sort them.

1. Click “Contacts” on the sidebar.
2. Scroll down the search bar to view “Tag Search”.
3. In the text box, type in the tag you wish to search for.
4. Click “Search” and your software will bring up a list of contacts with your assigned tag.

Want to know why you should use this feature? Click here!