Today I'd like to introduce you to Tags. In Selling.com Tags can be created for many reasons—grouping prospects based on similar attributes, tier ranking prospects based on outreach priority, creating custom ICP profiles which you can use to filter by later. The options for Tags are endless and completely up to you!
At anytime Tags can be created or added to depending on your workflow. Let's cover how to create a new Tag and how to add contacts to an existing Tag.
Creating a new Tag
Once you have built your search and narrowed your sights on the contacts you would like to engage with, follow these steps to turn them into Prospects and create a Tag for them:
Click the Add To Sequence button.
In the 'Select Tags' field type in the name of the Tag you want to create. Confirm your Tag name by hitting enter on your keyboard or by selecting the new Tag name in the blue banner.
Complete the rest of the required information and hit Export.
Now your new Prospects will be created and assigned to the new Tag.
On the Prospects Page you'll see your newest Prospects at the top and their respective Tag. As I mentioned earlier, you can also filter by your Tags to focus solely on those Prospects with said Tag. To do this simply go to the side bar on the left of your screen, choose Tag and select the right one from the drop down menu.
Get the hang of it?
Before I let you go let's quickly review how to add contacts and Prospects to an existing Tag.
Existing Tags
From Search, once you've narrowed your list of contacts and you're ready to add them to your Prospects, select the Add to Sequence button on the right. In the following pop-up window, instead of typing in a new Tag, you'll simply click into the Tag field and select the one you want from the options you've already created.
You can also add existing Prospects to a Tag. Follow these quick, easy steps:
Go to the Prospects Page
Use the filters on the left to get the people you want or check the boxes next to the names of your desired Prospects.
Click Manage
Choose Edit Tags
Select the right Tag from the drop down menu and hit +Add Tags
Once you've added the right Tag it will show up next to that Prospect in the Tag column.
This should cover all the bases when it comes to leveraging the power of Tags In Selling.com!
Interested in learning more about Creating Prospects? Click here!
Reach out to your CSM if you have any questions via email or through the in app chat service.