A tag is a nifty way to add a certain characteristic to contacts or companies. Doing this allows you to easily divide them into categories: when creating a segment, you can filter based on your own created tags.
Do you prefer to watch our instructive video first? You can do so right here:
Examples of tags can be ‘Customer’, ‘Supplier’, ‘Prospect’, but as with the segments, you’re only limited by your imagination!
A tag is an eye catcher: you can spot them immediately on a contact or company detail page.
Just make sure that you don’t put too much information in a tag, as it can get messy real quick.
A contact or company can have multiple tags and can be used to create different segments.
Creating tags
Navigate to “Settings” and click “CRM”
Click on the “+” symbol next to “Tags”
Give your newly created tag a name
Click “Save”
Now you can assign the tag to a contact or company.
Assigning tags
Go to “Contacts” or “Company”
Choose a company and click on the pencil next to “Company information”
In the pop up screen you can choose a tag from the drop down menu next to “Tags”
Click on Save
Removing tags
Go to a company or a contact
Click on the pencil
Delete the tag by clicking on the X next to the tag
Notes:
If you delete a tag via your settings, keep in mind that this action is permanent and deleted tags cannot be restored. Deleted tags will also be removed from your contact/company pages.