PLATFORM WORKFLOW
Task Description: Add and Remove a Tag from the Communication Panel
Objective: To show Organization Admins and Users how to add and remove a tag from the Communication Panel
Organization: Under Admin or System User
System Permission Level: System Admin or System User
Step 1
Go to www.growthpowersuite.com and click the green Login button.
Step 2
Enter your username and password then click the blue Login button.
Step 3
Click on your Organization (if you are in multiple organizations). If you are only in one, you will begin on the Dashboard.
Step 4
Click on the Communication Panel tab on the Module Menu Panel.
Step 5
The Communication Panel screen will appear. If the contact has previously communicated from a sequence or prior text, their name can be found under the Unread, Recent, All, or Archive Tabs. Select the contact you wish to add a tag, and you will see an Add Tags text box in the right-hand panel.
Step 6
Enter the tag in the Add Tags text box. When you start typing, pre-existing tags will appear. You can choose existing tags or create new ones. If you create a new tag, make sure to click the option that contains the “+” symbol before the tag name.
Step 7
To remove the tag from the contact, click the blue X in the tag bubble.
NOTE: Removing the tag from the contact will not delete the tag from the system. Deletion of tags must be completed in the Settings module.
