How-To: Instantly Find the Right Contacts with Tag-Based Recall

Ever wished you could pull up a list of “hot leads” or “freelancers” in your network—without digging through spreadsheets or endless filters? With NOAN’s new tag-based contact recall, you can. Here’s how to use this feature to make your daily workflow smarter, faster, and more organized.

Why Use Tag-Based Contact Recall?

• Start your day with focus:
  Instantly ask for “hot investor leads” or “priority prospects” and get a list to follow up on—no manual searching.
• Segment your network:
  Need all your freelancers, partners, or collaborators? Just ask.
• Stay organized:
  Tags keep your contacts grouped in ways that make sense for your business, and now you can access those groups in seconds.

Step-by-Step: How to Recall Contacts by Tag

1. Tag Your Contacts

First, make sure your contacts are tagged. You can do this when you add a new contact, or by asking the assistant to tag someone for you:

• “Tag Jane Doe as freelancer.”
• “Add the hot investor lead tag to John Smith.”

2. Ask the Assistant

Use natural language to find the group you need:

• “Show me users tagged as freelancer.”
• “List investors tagged as hot investor lead.”
• “Who’s tagged as partner?”

The assistant will instantly pull up everyone with that tag, along with their details and any memos you’ve added.

3. Take Action

From the results, you can:

• Review notes and memos for context.
• Copy contact info for outreach.
• Ask the assistant to draft a follow-up email or create a task for you.

Pro Tips

• Combine tags for precision:
  “Show me all users tagged as freelancer and based in London.”
• Update tags on the fly:
  “Remove the hot lead tag from Sarah Lee.”
• Automate your morning:
  Start each day by asking, “Who are my hot leads to follow up with today?”

Use Cases

• Sales:
  Instantly get your daily list of hot leads to follow up on.
• Project Management:
  Find all freelancers or partners for a specific project.
• Investor Relations:
  Pull up all “priority” or “active” investors for updates.

Final Thoughts

Tag-based contact recall turns your network into a living, searchable resource. No more hunting for the right person—just ask, and get exactly who you need, when you need them.

Try it today and see how much time you save!

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