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Abhilekh Singh
Written by Abhilekh Singh

Version 8.9.3 R1

Organize your contacts and client information faster!!! Now in Agentcis, We have a tag column in the client/contact template where the users can import clients along with Tags, With a couple of tags, you can instantly categorize and label clients for hassle-free searches down the road.

Step 1 - Go to settings.

Step 2 - Select data import.

Step 3 - Select contact.

Step 4 - Click on data import.

Step 5 - Download the template.

You can now view the tag column in the template.