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How to Add a 'Tag to a Contact from the LookUp - Domain Search?
How to Add a 'Tag to a Contact from the LookUp - Domain Search?

Steps to Add a 'Tag' to a Contact from the Domain Search

Dan Klein avatar
Written by Dan Klein
Updated over a week ago

Once you have searched for a Domain and have saved the contact results via the LookUp - Domain Search within Uptics, you have the ability to 'Add a Tag' to the contact to the contact from the 'Discovered for' section or later under the 'Search History' section by using the filter options.

Steps to 'Add a Tag' to a contact:

  • When on the LookUp 'Search History' section, click the 'Add a Tag' option beside the contact which shows on your mouse hover (see the below screenshot).

  • On clicking the 'Add a Tag' option, a dropdown will appear with all your existing Tags within Uptics. From here, you can make a selection to add the contact to any of your existing tags (you can add one or multiple tags to a contact). In case you have a long list of tags, you have the option to type and search for an existing tag using the search box highlighted in the screenshot below.

  • The number of existing 'Tags' that will be added to your contact on your selection will be indicated as per the number of selections eg: '1 selected' and the selected tags will also turn blue with a 'checkmark' symbol beside it (see the below screenshot). You can then click the 'Add' blue-button option.

  • Once the 'Tag' has been successfully applied to the contact, it will be indicated via a screen prompt on the top right corner as highlighted in the screenshot below, and the 'Add a Tag' icon will turn blue.

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