Contact Overview: Keywords

Your contact's Overview screen contains a Keywords area within the Know Your Client section for the contact. Below is an example of this section: 


If you are on another tab in this area, it is accessible by clicking "Keywords & Tags" as highlighted above. 

Clicking Add in the top right corner of this section will allow you to select new Keywords to add to a contact (or to delete existing Keywords from their record).

You can learn more about working with Keywords here.

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