Tags

Introduction This document is crafted as a training resource for utilizing tags within our CRM, offering a detailed look into how they enhance contact organization. By leveraging tags, users can better categorize and filter contact data. Whether you're familiar with the system or just getting started, this guide will help you unlock the full potential of tagging within our CRM. Understanding Tags in the CRM Overview of Tags Tags are used across many platforms, including our CRM, to label and organize contacts based on specific characteristics. This helps users efficiently manage and retrieve contact data. Explanation of How Tags Work Tags offer a flexible way to categorize contacts, such as marking them by their stage in the sales funnel (e.g., prospective lead, client). In a CRM with thousands of contacts, this feature makes it simple to locate and engage with specific groups, ensuring leads are consistently tracked and followed up. Setting Up and Using Tags Creating and Applying Tags From the Contacts section in the CRM, choose a specific contact. Under the Tags section, type the tag you want and press enter to apply it. You can assign tags that reflect the contact’s stage or any unique identifier you wish to track. If you need to remove a tag, simply click on the “X” next to it. Automating Tags Through Workflow Triggers Workflows enable you to automate the application or removal of tags based on predefined triggers, like a change in the contact’s sales stage or the addition of new contacts. This automated process maintains consistency in contact categorization. Managing Your Tags Organizing and Editing Tags You can manage tags by going to the Settings menu, where you’ll be able to create new tags, edit existing ones, or delete unused tags. Routine cleanup is essential for keeping your system organized and efficient. Practical Uses for Tags Utilizing Tags in Pipelines and Opportunities By assigning tags as contacts move through different stages of your pipeline, you can stay on top of their progress and follow up accordingly. Filtering Contacts with Tags Tags enable the creation of Smart Lists, which can dynamically filter contacts based on their tags for targeted marketing or data analysis purposes. FAQ and Troubleshooting Frequently Asked Questions How do I add a new tag? Go to Settings > Tags, click “Create,” type the tag name, and press “Create” to confirm. Can contacts have more than one tag? Yes, but be strategic to maintain clarity and organization. What if I delete a tag? Once deleted, a tag is removed from all associated contacts, so be cautious to avoid disrupting your contact organization.

User Permissions Note Depending on your access rights, some components within this module might not be visible to you. Organizing Contacts Using Tags The tags feature in your CRM is a powerful tool for managing contact information. Tags make it easy to categorize contacts, but they can also automate various actions like merging duplicates, adding contacts to workflows, or sending automated follow-ups. While tags can be created in other areas, you’ll need to access the tags section to modify or delete existing tags. How to Add a New Tag To create a new contact tag, click on the "+ New Tag" button. This is an efficient way to generate tags that help you categorize your contacts. You can use tags like "New Lead" or "VIP Client" to differentiate contacts. Simply type the desired tag name and hit "Add." Searching for Tags If you need to locate a tag quickly, the search box is your go-to tool. Just enter the tag name into the search field, and it will pull up the relevant tag instantly. Viewing All Tags The "Tags" column displays all the tags you've created in your CRM. Each tag is listed along with the associated names you've added. Tag Creation Date The "Created On" column gives you the exact date and time each tag was added to the system, offering a clear record of when tags were first created. Last Updated Information The "Updated On" column provides details on when a tag was last modified, allowing you to keep track of any recent changes. Tag Actions Menu The three dots menu located next to each tag offers options to either edit or delete tags. Modifying an Existing Tag To rename a tag, simply select the edit button, and a new window will open, allowing you to make changes quickly and efficiently. Removing a Tag To remove one or more tags, click the delete button. Once a tag is deleted, it cannot be restored, so ensure you no longer need it before removal. Performing Bulk Actions If you need to delete multiple tags at once, check the boxes next to each tag, then select the delete option. This feature streamlines your workflow by allowing you to remove several tags simultaneously.