To add a CASL Tag to an individual contact:

CASL Tag For An Individual Contact

Step 1: Navigate to the Home Dashboard.

Step 2: Click the CASL tile.

Step 3: Click the Tag or inspect your Contacts button.

Step 4: Search for the contact by name or email.

Step 5: Click the Tag or Edit Tag button.

Step 6: Select the appropriate Status.

Step 7: Select the appropriate Source from the dropdown menu.

Step 8: Enter a source description in the text box provided. (Optional)

Step 9: Select the appropriate Method from the dropdown menu.

Step 10: Enter a method description in the text box provided. (Optional)

Step 11: Click the add/change link to update the Screen Capture. (Optional)

Step 12: Click the Save Tag button.