Tags

How to add tags? What are tags?

Tags help in filtering and organizing content easily. Tags can be applied to the following list views:

Prospects

Accounts

Sequences

CSV

Templates

Snippets

How to add Tags to Prospects?

Select the prospects to whom the tags are to be added/create/update.

Click the Tag icon and select Add Tags.

Select a tag from the list or input a new tag as applicable.

Click Yes.




NOTE: Click Remove Tags to remove any stored tags on the selected prospects.

Watch this video to know more about Tags

How to add Tags to Accounts?

Select the accounts to whom the tags are to be added/create/update.

Click the Tag icon and select Add Tags.

Select a tag from the list or input a new tag as applicable.

Click Submit.




NOTE: Click Remove Tags to remove any stored tags on the selected accounts.

How to add Tags to Sequence?

Select the sequences to whom the tags are to be added/create/update.

Click on the three dots on the right side of the sequence.

Click on the Manage Tag icon and select Add Tags.

Select a tag from the list or input a new tag as applicable.

Click Submit.




NOTE: Click Remove Tags to remove any stored tags on the selected accounts.

Watch this video to know more about Sequence tags

How to add Tags in a CSV file?

Click the Tag option and Add Tags.

Select a tag from the list or input a new tag as applicable.

Click Continue.

How to add Tags to Templates and Snippets?

Select the Templates and Snippets to which the tags are to be added/created/updated.

Click the Tag icon and select Add Tags.

Select a tag from the list or input a new tag as applicable.

Click Submit.




NOTE: Click Remove Tags to remove any stored tags on the selected Templates/ Snippets.

Updated on: 07/06/2024