Adding tags to your leads is a great way to keep things organized and is even more powerful when combined with Segments.
In this article, we will cover how to:
Assign or create tags
Adding a tag
Press the Add tag button on the lead's profile:
Then select one of your existing tags, or create a new one using the form. We have included a few commonly used tags by default:
Filtering on tags
Click the 'Add Filter' button, and use the 'Tag' filter to match on desired tags:
For example, if you want to keep an eye on competitors visiting your website, you can use the following tag filter:
Next, click 'Save as smart segment' to create a 'Competitors' segment.
Then you can configure an automated segment report for your 'Competitors' segment to be kept in the loop whenever a competitor checks out your website!
💡 Check out the Account List Tracking feature if you would like to stay up to date on a list of companies you already have. Examples include, competitors, key accounts and old or lost deals.
Managing tags
Go to the Tags Settings page to re-order, edit or remove your tags:
As always, please feel free to drop us a message if you need a hand, have an idea you would like to discuss or just feel like saying hello 🥳