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                            • Good to Know

                              Create Tags in SoGoConnect

                              How do I add Tags to Dialogues?

                              1. From your inbox, click the Dialogue that you wish to add Tags to.
                              2. Within the open Dialogue, click the ‘Choose a tag’ dropdown on the left panel.
                              3. Scroll/Search through the listed Tags and check the box in front of each Tag you’d like to add, then Save.
                              4. If you prefer to review or select multiple tags, select ‘See all tags’, check the relevant Tags, and Apply.
                              5. As needed, you can remove a Tag by hovering over it and clicking the X.

                              How can I use Tags?

                              • To search: Using Advanced Search, you can look for all Dialogues containing certain Tags.
                              • To view trends: Check out the Tags section in the bottom right of the Overview Dashboard to see what Tags are used most frequently.
                              • To label multiple related Dialogues: Use Bulk Editor to apply the same Tag(s) to several dialogues at the same time.

                              To manage all Tags, go to Settings then click on Tags located under the Reporting section in the left panel. Here, you can view, add, delete, and enable or disable existing Tags.

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