Tag Manager Overview

What is a Tag?

A Tag is a tool for identifying and categorizing contacts into specific groups within your Contacts section and Pipeline deals. When you incorporate Tags into your daily use of the system, you can quickly identify these groups of contacts.

*Note: Each tag will have a number on its right. The number indicates how many Contacts are assigned to that specific Tag. You can click the number to view the contacts.

Step 1

Click on "Contacts" on the system's left side.

Step 2

Click on "Contact Manager."

Step 3

The "Tag Manager" tab will be open by default.

Examples of Use

Create a custom Tag to apply to all Contacts to help define your pipeline.
Use a Tag as a dialer list.
Sort by Tag to identify a group of contacts to whom you want to send an automation, bulk email, or newsletter.

How to Create a Tag in the Tag Manager How to Edit a Tag in the Tag Manager How to Merge Tags in the Tag Manager How to Delete a Tag in the Tag Manager How to Create a Tag on a Contact Record How To Remove a Tag from a Contact Record How to Assign or Remove a Tag in Contacts (bulk)