Hierarchical Tags

A Tag is a term which you assign to your contacts to categorize or filter them on the basis of their interest, preferences or some set of actions, which makes it easier to find them.

Tags help to organize your data to meet your business needs. Tags will help you to sort your contacts on the following basis:

  • Categorize your contact on the basis of customer, vendor, channel partner, financer.
  • Tags can be assigned to contacts on the basis of their location or interests.
  • Tags can be assigned on the basis of the products a contact is using or whether a contact is a lead or prospect.

Create New Tags

Contact Manager tags enables better categorization

Figure: Creating Tags

Tags are identifiers which help in better categorization and finding information faster within contacts. Tags can be easily edited, deleted and tag groups can also be modified.

Assigning Tags

Hierarchical tags helps organize data as per your business needs

Figure: Tags assigned to a contact

Multiple tags can be added to a single record. It becomes easier to send campaigns or emails to specific contacts.


Also Read: How to organize information in your CRM using Tags?


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