How do I add a Tag to a conversation?

Keeping your conversations organized can be an important part of your success. Utilizing our Tags feature can help with this process. To add a tag to a conversation, follow the steps below.

Step 1:

Go to your Inbox tab (left-hand menu) and select the conversation that you'd like to tag.

Step 2:

Click on Edit in the Conversation Details on the right side of the dashboard.

Step 4:

A window will appear where you can type the name of the tag you’d like to add or choose one from the existing list.

Step 5:

You can find all the conversations that are tagged by clicking the drop-down arrow on the left side of the dashboard, under Inbox > Tags.

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Hopefully, this helps you get everything running, but if you have any difficulties or other questions please contact us at support@chekkit.io!