- Navigate to "Activity - Post Call" from the menu.
- Click on the "Call Tag Setup".
- There will appear a pop-up box where you can assign, add, delete or re-arrange tags.
- Your Nimbata account comes with predefined tags that you can use.
- Add tags by clicking on the “+ New Tag” button.
- Click on the new tag to name it and then confirm clicking on the check button. In case you want to cancel, you should click on the red button.
- 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.
- Once done with the setup, click on the “Save” button.
- 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.