A staple of any CRM for company admins is the ability to organize contacts using tags. It can easily create and manage tags to keep contacts structured and accessible. Click here to create tags.
Tags are an essential feature that help company admins efficiently organize, segment, and manage contacts across teams. In Accountable CRM, company admins can create, edit, and apply tags to streamline prospecting, collaboration, and follow-up processes.
This guide will help company admins understand how to use tags effectively, including their benefits, smart segmentation strategies, and a step-by-step process to create and manage tags within company’s.
Tags Segments: What Is Their Role or Title?
Tags are a powerful tool for organizing and categorizing information. In the context of marketing and customer relationship management (CRM), tags are often used to segment customers based on specific characteristics or behaviours. One common use of tags is to identify customers based on their role or title. In this article, we'll explore the importance of using tags to segment customers based on their roles.
How To Create Tags:
Follow these steps to create, edit, and manage tags effectively.
Step 1: Access the Tags Section
Click the “Admin” tab in the top navigation bar of the CRM dashboard.
Select the "Settings", from the Company Dashboard page.
On the Settings page, click Tags. You will be redirected to the Tags page.
Step 2: Creating a New Tag
Click the "+ New Tag" button located in the top-right corner.
A pop-up modal will appear where you can enter a name for your new tag.
Click "Save" to finalize the creation of your tag. Your new tag will now appear in the tag list
Step 3: Viewing & Managing Tags
Once created, the new tag will be displayed on the Tags page.
Newly created company tags will be displayed in the Tags dropdown field in the company contact creation popup.
Step 4: Editing or Deleting a Tag
To edit a tag, click the pencil (✏️) icon next to the tag and update its details.
To delete a tag, click the trash (🗑️) icon next to the tag.
Using tags in Accountable CRM will help you stay organized, target the right audience, and streamline your follow-ups. By implementing a smart tagging strategy, you can maximize efficiency and sales effectiveness.
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