Contact Tags and Filtering

Documentation Index

Fetch the complete documentation index at: https://docs.vozagent.ai/llms.txt

Use this file to discover all available pages before exploring further.

As your contact list grows, tags and filters help you stay organized and quickly find the people you need. This article covers how to tag contacts, filter your list, and perform bulk operations.

​

Using Tags

Tags are freeform labels you attach to contacts for easy grouping. There is no fixed list of tags — you create them as you go. Common examples:

• vip, lead, customer, follow-up
• trade-show-2026, referral, website-inquiry
• hvac, plumbing, electrical (for trade-specific lists)

​

Adding Tags to a Single Contact

1. Open a contact’s detail page by clicking their row in the contacts table.
2. On the Overview tab, find the Tags field.
3. Type a tag name and press Enter to add it. Repeat for as many tags as you need.
4. Click Save Changes.

​

Adding Tags When Creating a Contact

When adding a new contact through the single contact form, there is a Tags field where you can type and press Enter to add tags before saving.

​

Bulk Adding Tags

To tag multiple contacts at once:

1. Select contacts using the checkboxes in the contacts table. Use the “Select all” checkbox to select every contact in the current filtered view.
2. Click the Actions dropdown that appears above the table.
3. Select Add Tags.
4. In the dialog that opens, type each tag name and press Enter.
5. Click Add Tags to [N] Contacts.

Tags are added to the selected contacts without removing their existing tags.

​

Filtering Contacts

The contacts page provides several ways to narrow down your list.

​

Search

The search bar at the top of the contacts list filters by:

• First name
• Last name
• Phone number
• Email address
• Company name

Just start typing — results update instantly as you type.

​

Status Filter

Click the Filters button to open the filter panel, then use the Status dropdown to show only contacts with a specific status:

• All Contacts — Shows everyone (with count)
• Active — Contacts available for calls and campaigns (with count)
• Inactive — Contacts you have set aside (with count)
• Do Not Call — Contacts that are blocked from receiving calls (with count)

Each option shows the number of contacts in that status so you can see the breakdown at a glance.

​

Date Range Filter

Also inside the Filters panel, you can filter by Last Contacted date:

1. Click Filters to open the filter panel.
2. Use the calendar to select a date range.
3. Only contacts who were last contacted within that range will appear.
4. Click Clear dates to remove the filter.

This is useful for finding contacts who have not been reached recently, or for reviewing recent activity.

​

Active Filter Count

When filters are applied, a badge on the Filters button shows how many filters are active. This reminds you that the list is not showing all contacts.

​

Bulk Actions

When you select one or more contacts using the checkboxes, the Actions dropdown appears with these options:

​

Bulk Status Updates

Changing status in bulk is especially useful for:

• Marking a group of contacts as Do Not Call (e.g., after an opt-out request)
• Reactivating a set of inactive contacts for a new campaign
• Deactivating contacts after a campaign wraps up

​

Exporting Contacts

You can export contacts to CSV in two ways:

• Export all (filtered): Click the Export CSV button in the filter bar. This exports all contacts matching your current search and filter criteria.
• Export selected: Select contacts with checkboxes, then use Actions > Export Selected to download only those contacts.

​

Refreshing Your List

Click the Refresh button next to the export button to reload your contacts. If you have a GoHighLevel integration connected, this triggers a full two-way sync — pulling new contacts from GHL and pushing any VozAgent-only contacts back.