How to Set Up Tags

What are Tags - How to Set Up, Search and Segment Contacts using Tags
What are Tags and how to set them up? Please click here to watch our short introduction about Tags.  Tags are used to segment your contacts into different...
Mon, 8 Jul, 2019 at 11:01 PM
Examples of Tag or Category groupings
Here are some examples of different Tag groupings you might wish to use to segment your contacts database:  Please note that where there are two wo...
Tue, 31 Jul, 2018 at 12:28 AM
What are Contacts Start Up Tags and how do I set these up?
1. You can setup your contacts to default to a set tag group(s) if you wish so that you are viewing only new-leads for example when you first look at Contac...
Tue, 31 Jul, 2018 at 12:37 AM
What is the difference between a Global Tag and an Adhoc Tag?
What is a Global Tag? Global tags are setup inside the Global Settings area of the CRM account.    Please note: Global tags can only be setup by...
Tue, 31 Jul, 2018 at 1:56 AM
How to remove Global Tags from inside the Settings so they do not appear at all?
If you wish to remove the tag entirely then you can go into the Settings icon - select the Global Settings tab and here you will see your global tags liste...
Tue, 31 Jul, 2018 at 12:58 AM
How do I replace a Tag group with a new Tag?
To replace an existing tag group with a new tag please follow the steps below: 1.  Firstly make sure that you have created the new tag group in Settings, G...
Tue, 31 Jul, 2018 at 1:53 AM
I have imported contacts with Adhoc Tags how do I make these Global Tags instead?
When you import data into account if you have not setup any new tags inside your account Settings then the data will import your contacts into your CRM but ...
Tue, 31 Jul, 2018 at 1:58 AM
I want to over-write a Tag group with another Tag how can I do this?
Unfortunately you cannot over-write a tag but you can remove tag(s) in bulk from your contacts and apply a new tag instead. The best way to do this would b...
Tue, 31 Jul, 2018 at 2:34 AM
How to remove a tag from inside the Global Tags box inside Global Settings
Please firstly make sure that if the tag you wish to remove has been removed from your contacts - to do this you can remove a tag in bulk from your contac...
Tue, 31 Jul, 2018 at 2:38 AM
How to ensure that only Global Tags are used in my CRM system so that Adhoc Tags cannot be created?
Only the Key Account Holder or an Admin User of your account can set up a setting called Global Tags Only so that ad-hoc tags cannot be created. Please see...
Tue, 31 Jul, 2018 at 2:39 AM