Overview
Tags are an easy way to find and sort prospects you’ve manually added to CallSine—especially when you’re ready to assign them to an Agent. This guide walks through how to create new Tags, where to apply them, and how to bulk edit existing Tags.
Create a New Tag
In the left-hand navigation menu, click Settings.
Hover over the User Info icon and select User Info from the pop-up menu.
Scroll to the Manage Tags section, or click Manage Tags in the top bar to jump directly to it.
Enter a name for your new tag, then click Add Tag.
Your new tag will appear in the Current Tags list.
From here, you can edit or delete existing tags.
Apply a Tag When Manually Importing Prospects
Go to the People Table by clicking the people icon in the left-hand menu.
Click Import to upload a CSV file of prospects.
In the import pop-up, select your CSV file and choose a Tag to apply to all imported prospects.
Tip: Use a Tag that matches the Agent you plan to assign these prospects to—this makes it easier to filter and assign later.
[More info on manually importing prospects → How to Manually Add People to CallSine]
Bulk Apply a Tag to Existing Prospects
Note: Tags can only be applied or changed for manually added prospects. Prospects added automatically by an Agent will have a system-applied tag based on that Agent.
In the People Table, use the Open Search filters to find the prospects you want to tag.
[More info on filtering your prospects → Using Filters on the People Table]
Select them using the checkboxes in the left column.
To select all prospects on the current page, click the topmost checkbox.
Click the hamburger menu (three horizontal lines) in the top right of the table and choose Bulk Edit.
Select the Tag you want to apply and confirm.
Bulk Edit Limit: You can edit up to 50 prospects at a time. To increase this number, adjust the “Show 20” dropdown in the bottom right of the table to display more prospects per page.
Tag Materials for Easier Sorting
You can also tag Materials to make them easier to locate when adding them to an Agent.
Go to the Materials page by clicking the robot icon in the left-hand menu, then select Materials from the pop-up menu.
In the Materials list, find the Tags column.
Click into the tag field for any material to add or edit tags.
[More info on using the Materials page → How to Use the Materials Page]