Since different teams in your organization use SharpSpring, you can conveniently tag those teams by creating user group tags. For instance, you may want to create a tag for the sales team, or for a subset of the sales team based on product line or geographic area. Once you’ve created the groups, you can use them in action groups and in reporting.
The following User Roles have access to create User Group Tags:
Follow these steps to add a group tag to a user.
Step One: On the toolbar top right, click User Settings, then on the drop-down, click Settings.
Step Two: To the left, within Settings, under My Company, click User Accounts, then select the user name you want to tag.
Step Three: Above the user name, click Edit Tags.
Step Four: Start to type in the Select a Group field, then select any pre-existing tags, or create a new tag by typing the tag name in the field and pressing the Enter key. Once you have tagged the user, you will see the email tags in the upper left corner next to the Edit Tags button.
TIP! Tags can be removed at any time by clicking the x next to the tag name in the tag management pop-up.
Using Tags in Action Groups
Step One: On the toolbar, hover over Automation, then in the drop-down, click Action Groups.
Step Two: Create a new action group or use the search to find existing one and click to edit it. If you need help with a new action group, click to review the article Task and Action Group Overview.
Step Three: Within the When and what should your action group accomplish section, do the following:
- Select the timing for the action group
- Click assign lead owner, then choose Use “Round-Robin” with User Tag
- Click the Add Action button
- On the bottom right, click Save Changes
Using Tags in Sales Reports
Step One: On the toolbar, hover over Sales, then in the drop-down, click Reports.
NOTE: The Sales Rep Tag is available as a filter in the following reports:
- Conversion Report
- Pipeline Report
- Activity Report
Step Two: On the Report page, do the following:
- Use the current report or select a different one
- Click the Sales Rep Tag, then start typing the name of the tag and select it
- Choose a date range for the report
- Click Apply to run the report