Infinity3 Help Centre

Use tags to label contacts and make useful groups easier to find, such as customers interested in a particular service.

Before you start

You’ll need access to Contacts and permission to edit records.

Use your team’s agreed tags so everyone groups contacts consistently.

Add a tag

1. Log into the Infinity3 Platform at app.infinity3.ai.
2. Open Contacts and find the person.
3. Click their name to open the record.
4. Find Tags and open the tag selector.
5. Search for and select the relevant tag.
6. Click Apply to confirm.

For example, use an agreed service-interest tag when a customer asks about that service.

Remove a tag

1. Open the contact record.
2. Open the Tags selector.
3. Deselect the tag that no longer applies.
4. Click **Apply.

Find tagged contacts

Open Contacts → Smart Lists and apply a tag filter. Review the matching records before taking any action.

Things to know

• A contact can have several tags.
• Adding or removing tags can trigger configured automations.
• Tags do not assign a team member or create a task by themselves.
• Check your team’s process before changing tags used in workflows.

If a required tag is missing, ask your account administrator or Infinity3 to help.