SharpSpring allows you to tag different teams by creating user group tags. Once you have created the groups, you can use them in action groups and in reporting. This article will detail how to create group tags.
The following user roles can create user group tags:
Sales reports are accessed through the toolbar.
To add a group tag to a user, do the following:
Note: Tags can be removed at any time by clicking Delete next to the tag name in the Edit Tags window.
When adding or editing user tags, be aware of the following:
- Clicking Edit Tags will display all tags currently attributed to the contact.
- Clicking the Select a group text box when it does not have text in it will display all tags across all users.
Using Tags in Sales Reports
To use tags in sales reports, do the following: