SharpSpring offers a several different ways to segment leads. Contact tags are a way to group any number of contacts together under a similar label. Contacts can have multiple tags associated with them, which can make organizing them easier. You can use contact tags to create a list or as a trigger for a task in automation. This article will detail how to add, edit, and utilize custom tags in SharpSpring.
The following user roles can use contact tags:
- Company Managers
- Sales Managers
- Marketing Managers
- Jr. Salespersons
Adding and Editing Contact Tags
To add and edit contact tags in SharpSpring, do the following:
Note: To delete a contact's tag, click Edit Tags and then click the X next to the existing tag.
Using Contact Tags in Automation
To use contact tags in the Visual Workflow Builder, do the following: