Any Tag you create will be saved on the Tags Page, making it easy for any user to access and adjust as needed. Let’s walk through how to access the Tags Page.
On the Tags Page, you can review any Tag you’ve assigned to Prospects or Accounts. You can also search for Tags created within a specific date range, or simply find a Tag by typing its name in the search field.
On the right side of each Tag, you can choose to either Edit or Delete it. If you edit a Tag, the change will automatically update for all Prospects or Accounts associated with that Tag. If you delete a Tag, the tag will be removed from existing Prospects or Accounts.
Tagging is a powerful strategy in your sales process, helping you organize data more effectively by turning complex segmentation into simple, manageable Tags.
Ready to learn more about Tags? Click here!
Reach out to your CSM if you have any questions via email or through the in app chat service.