Tagging Clients

Tags are unique identifiers that can be associated to your CRM contact records to search, sort, categorise, filter, and segment records in a more efficient way.

Add a New Contact and Enquiry

Adding Contacts

How to Add New Contacts

Adding Passport Details

To add Passport details to your client profile follow one of the 3 procedures below depending on the level of information you wish to record.

Merge Contacts

How to merge contacts

Delete a Contact

Export Contact List

Export Data relating to Marketing Permissions from Contacts

Adding Passport Details