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How can I find my contacts using tags?

Team Wealthbox
Team Wealthbox
  • Updated

To find a contact by your custom tags:

  1. Go to the contact list page.

  2. From the “Tags” menu on the right-side panel, select the tag that you would like to search by simply clicking on it. This will give you a list of all the contacts you have “tagged”.

  3. You can then “Export” the list into a CSV File.