APPLYING TAGS: To apply a Tag to any contact(s), select the contact(s) by selecting the checkbox on the far left of their row. Then select the tags icon dropdown. A dropdown containing all your tags will appear. Selecting any tag from that dropdown will apply that tag to the selected Contact(s).

After a tag has been applied to a contact, a Tag Icon appears in that contact's row.

TAG ICON

Mousing over that tag icon reveals a pop-up listing all the Tags applied to that Contact.

CREATING TAGS: Click on the tags icon dropdown and select Add New.. The Add A New Master Tag Modal will appear. Enter the name of the Tag you wish to create. Then enter the maximum number of Contacts to whom this Tag can be applied (if there is no maximum number, enter '0'). Then select Save Master Tag.

CREATING LISTS: To make a new list, first select a contact(s) by selecting the checkbox on the far left of their row in the contacts table. Then click the Lists Dropdown and select "Make New List From Selected". The Make New List Modal will appear. Enter the name of the list you wish to create. Then select Save New List.

After a list has been applied to a contact, a List Icon appears in that contact's row.

LIST ICON

Mousing over that list icon reveals a pop-up listing all the lists that contact is contained in.

To ADD CONTACTS to any existing list, select the contact(s) by selecting the checkbox on the far left of their row. Then Then click the Lists Dropdown and select Add Selected To List(s). The Add To/ Remove From Lists Modal will appear.

The upper (red) panel displays all the Lists the Contact(s) is currently in. Selecting the checkbox in any List's row and clicking the  Remove Button will remove the selected Contact(s) from the selected List(s).

The lower (gray) panel displays all the Lists the Contact(s) is currently NOT in. Selecting the checkbox in any List's row and clicking the  Add Button will add the selected Contact(s) to the selected List(s).