Setup Tagging
Navigate to "Activity - Post Call" from the menu.
Click on the "Call Tag Setup".
Your Nimbata account comes with predefined tags that you can use. If you want to change that, follow the process below.
If you want to add your own tag category that can adjuct better to your needs, click on "+" button.
Enter your new category's name and then confirm clicking on the check button. In case you want to cancel, you should click on the red button.
Enter your tag's name and then you are all set!
If you want to add more tags, click the "+New Tag" button and repeat the process.
If you want to change the sequence of the tags in your dialpad, hover your mouse over the
icon and drag them upwards or downwards.
Your changes will automatically update.
If you want to copy tags from other brands, click the “Copy From Brand” button and select from the drop-down menu the brand to copy tags from. Click on the “Save” button.
Click on the "Call Tag Setup".
Your Nimbata account comes with predefined tags that you can use. If you want to change that, follow the process below.
If you want to add your own tag category that can adjuct better to your needs, click on "+" button.
Enter your new category's name and then confirm clicking on the check button. In case you want to cancel, you should click on the red button.
Enter your tag's name and then you are all set!
If you want to add more tags, click the "+New Tag" button and repeat the process.
If you want to change the sequence of the tags in your dialpad, hover your mouse over the
icon and drag them upwards or downwards.Your changes will automatically update.
If you want to copy tags from other brands, click the “Copy From Brand” button and select from the drop-down menu the brand to copy tags from. Click on the “Save” button.
Updated on: 04/04/2023
Thank you!