Create new types of Contact Flag

Owned by Matt Kepple
Last updated: Feb 16, 2023 by Nitin Mishra (Unlicensed)
2 min read

As an Organisation Admin, you can create several types of Contact Flags.

  • Once a type of Contact Flag has been created, you can add that Flag to one or more contacts from the Contact Profile page of that contact.

Make sure that you have turned on Contact Flags in your organisation: How to turn on Contact Flags

Steps

  1. Select My Apps in the top menu

  2. Select Contacts

  3. Select More Options

  4. In the dropdown, select Flags

  5. You arrive on the Contact Flags page

  6. Press the Create Flag button.

  7. You arrive on the Create Flag page

  8. Give the Flag a Name and choose a colour.

  9. Press Save