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Can I Add Multiple Tags to a Contact?

Team Wealthbox
Team Wealthbox
  • Updated

Yes! In Wealthbox, you can add multiple tags to a contact. This allows you to categorize and organize your contacts more efficiently. When adding tags, simply enter or select multiple tags as needed. You can then use filters and reports to sort and manage contacts based on specific tags. You can add an unlimited number of tags to a contact record.