|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.
To add a group tag to a user, do the following:
When adding or editing user tags, be aware of the following:
- Clicking Edit User's 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.
For more information on using tags in SharpSpring, refer to Using the Tag Manager.
Using Tags in Sales Reports
To use tags in sales reports, do the following: