Tag Management

What is a Tag?

The simplest definition of a tag is: Tag is a label attached to someone or something for the purpose of identification or to give other information.

Salesmate lets you attach tags to Contacts, Companies, Activities, and Deals. Tagging can be useful when you need something to quickly find a record or filter information. Tags are a great way to manage your records, perform workflow actions on them and automize your sales process.

Tag Management in Salesmate lets you view and manage your tags from a single interface.

Add a tag

You can add a tag directly to the record

 OR

To add a tag:

• Click on the profile icon in the top right corner
• Go to Setup > Customizations > Tag Management

• Click the "+Add Tag" button

• Give a Tag Name
• Hit Add

 

Renaming / Editing Tags

When you rename or edit a tag it will update all the records associated with that tag.

To rename or edit a tag:

• Go to Setup > Customizations > Tag Management
• Click on the edit (pencil) icon before a tag name

• Give a new Tag Name
• Hit Update

 

• All records with “AMC” will be affected. On update, it can take a few minutes to reflect this change.

Removing Tags

You can simply remove a tag by editing the record and removing it from the associated record.

Deleting Tags

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

To delete a tag:

• Go to Setup > Customizations > Tag Management
• Click on the delete (trash) icon before a tag name
• Confirm deletion
• Hit Delete

Bulk update operations with Tags

Bulk update operations like Remove, Append and Equal are possible with Tags

To bulk update tags:

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

• Select the Tag filed
• Select the bulk update operation: remove, append or equal

(i) You select the contact, click on Update, select TAGS and choose - Append and enter the new TAG that you would like to add to the existing TAG and Save. This adds a new tag to your existing tag. You could now see the new tag has been added keeping the old tag aswell.

(ii) The second one is Remove: You select the contact, click on Update, select TAGS and choose - Remove and enter the TAG that you would like to remove from the existing TAG and Save. You would see that the TAG you inserted gets removed.

(iii) The last one is Equal: You select the contact, click on Update, select TAGS and choose - Equal and enter the TAG that you would like to keep and discard all the other old tags and save. You can see that it deletes all the old tags and has only the new TAG that you just entered. Pretty cool, isn't it?

• Enter the Tag value

• Hit Save

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 it as a view, you can follow below steps -

• Go to Contacts
• Click on Filter Icon

• Select Tag from "Contact" selection
• Filter your Tags with the required combination

• Click on "Save as View" to save the view for future usage
• You can edit the view for future use as well

• Views can be accessed anytime

Tags are a great way to manage records and you can also filter your data at fingertips. Create and execute your workflows with Tags update.