Below are the steps required to link existing Contact/s to an Agent label:
- Click Tools > Setup > Agent labels.
- Click on Contacts within the Sidebar Menu of Tourwriter.
- In Agent Labels, select (highlight) the Agent label Name that you wish to add Contacts to (Demonstration Agent has been selected/highlighted in the example below).
- In the Contacts Menu click on an individual Contact (see Frederick McKinstry contact below, for example), or bulk-highlight required Contacts, by holding down the Shift key and selecting the Contacts. Then drag and drop the Contact/s into the Contacts workspace located at the bottom of the Agent labels work space.