Unlock the Power of Company Tags in Accountable
As a Company Admin in AccountableCRM, organizing and automating your contact management just got easier with the Company Tags feature. This powerful tool enables your entire team to streamline workflows, enhance automation, and maintain consistent communication across departments by tagging contacts at the company level.
Standardize tagging across your organization
Group contacts efficiently based on shared attributes
Trigger company-wide automations and campaigns
Ensure all users align with the same organizational structure and follow-up systems
How to Set Up Company Tags:
Follow these simple steps to create and manage tags for your company:
In the top navigation bar, select "Admin."
On your company page, select "Settings."
In the Settings page, go to the "Tags" tab.
Click the "New Tag" button in the top-right corner.
In the modal pop-up, enter a tag name and click "Save."
The new tag will now appear on the Company Users – Tags page.
Company users can also create contacts using these company-level tags, which can be used to trigger company automations for contacts under those tags.
On the Company Tags page, you can edit tags using the pencil icon and delete them using the trash icon.
Company tags are useful for company users to easily group contacts under company-level tags for automations, campaigns, updates, and follow-ups.
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist..
- Accountable Support