Know Your Client: Keywords

One of the sections within the Know Your Client area of contact overviews is the Keywords section, accessible by clicking the "Keywords & Tags" tab at the top of this section:  


To add Keywords, click the Add button in the top right corner of the section. You'd then see the below: 


Here, you can type in a new Keyword (one not previously used in your database) or place a check in the radio box(es) for any existing Keywords that you want to add for the contact.

Note: You also have the ability to add a Keyword to multiple contacts in bulk. 

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