Tag Management

What is a Tag?

A tag is a label attached to the record for the purpose of identifying and grouping the records.  

Salesmate lets you attach tags to Contacts, Companies, Activities, and Deals. Tagging can be useful when you need something to quickly filter a particular set of records.

Tags are a great way to manage your records, perform workflow actions on them and automize your sales process.

• Adding a Tag
• Renaming/Editing Tags
• Deleting a Tag
• Bulk Updating the records via Tag
• Filtering the records via Tag

Adding a Tag

You can add a tag directly to the record.

• Go to the record where you want to apply the tag.
• Tags:- Start Adding the tag and hit enter, This will auto-create a tag and append it to the record.
• Click on Save. 

Another way to add a new Tag:

• Navigate to the Profile icon in the top right corner.
• Click on Setup.
• Head over to the Customizations category.
• Click on Tag Management.

• Click the "+ Add Tag" button.

• Enter the Tag Name.
• Click on Add. 

Renaming / Editing Tags

To rename or edit a tag:

• Navigate to the Profile icon in the top right corner.
• Click on Setup.
• Head over to the Customizations category.
• Click on Tag Management.
• Click on the Edit (pencil) icon before a tag name.

• Enter the new Tag Name.
• Click on Update.

Deleting Tags

When you delete a tag it will delete the tag and remove it from all the associated records.

To delete a tag:

• Navigate to the Profile icon in the top right corner.
• Click on Setup.
• Head over to the Customizations category.
• Click on Tag Management.
• Click on the Delete (trash) icon before a tag name.

• Confirm the deletion by clicking Yes.

• Click on Delete.

Bulk update Tags

To bulk update tags:

• Go to any module.
• Select the records on which you wish to update the tags.
• Click on the Update button.

• Select the Tag field.
• Select the bulk update operation: remove, append, or equal. 
  • Append: This adds a new tag to your existing tag. You could now see the new tag has been added keeping the old tag as well.
  • Remove: This will remove the entered tag from the record. 
  • Equal: This will associate the entered tag with the record and remove all the other tags. 

How to Filter Records with Tags?

Tags are a great way to manage and Filter Records. It helps you keep your data handy whenever you need them. If you have imported or created records with certain Tags and you want to Filter records for future use and manage them as a view, you can follow the below steps:-

• Go to Contacts.
• Click on Filter Icon.

• Select Tag from the "Contact" section.
• Filter your data with Tags and the required combination.

• Click on "Save as View" to save the view for future usage.
• You can edit the view in the future as well if required.

• Views can be accessed anytime.