Lead Gen & CRM offers several different ways to group leads and content, using tags. Tags can be added to leads, emails, lists, accounts, and other content within the Lead Gen & CRM app. You can also search for content and complete actions based on assigned tags.
This article will detail how to add, edit, and delete tags in Lead Gen & CRM.
Article Contents
| Trial | ✓ | |
| Essential | ✓ | |
| Advanced | ✓ | |
| Ultimate | ✓ |
Sales
Campaigns
Email
Contacts
Lists
Settings| Administrators | ✓ | |
| Company Managers | ✓ | |
| Marketing Managers | ✓ | |
| Sales Managers | ✓ | |
| Salespersons | ✓ | |
| Jr. Salespersons | ✓ |
Understanding Tags
Different features in Lead Gen & CRM deal with different types of data. Sometimes, this data can become too much to manage on its own and can benefit from being grouped together with like data. Lead Gen & CRM promotes using tags as a means of grouping data.
Essentially, tags are a way to group different pieces of data together under a similar label. Tags can be used to group similar accounts, leads, emails, lists, campaigns, and user groups. Data with the same tag will appear together when searched. Additionally, data can be assigned multiple tags, which can make organization that much easier.
Even when used as a grouping tool, tags can be used in different ways. Consider how tags can be used to:
- Isolate specific sets of accounts that are similar to one another but different from other accounts
- Compare multiple active campaigns to one another, or view their general performance together
- Tag contacts with information that allows you to engage with more personal interactions
- Group and report on multiple emails
- Link separate-but-similar lists together
- Use user group tags in action groups and in reporting
Accessing the Tag Manager
The Tag Manager is directly attached to several of Lead Gen & CRM's core components. All of the Tag Manager's features will be available regardless of how and where it is accessed.
Accessing Account Tags
To access the Tag Manager in an account, do the following:
- Click Sales > Accounts in the left toolbar.
Click to enlarge.
- Click the name of the desired account.
Click to enlarge.
- Click Tags > Manage All Tags above the account's name.
Click to enlarge.
Accessing Campaign Tags
To access the Tag Manager in a campaign, do the following:
- Click Campaigns > Campaigns in the left toolbar.
Click to enlarge.
- Click the
All Campaigns tab in the Campaigns panel. - Click the name of the desired campaign.
Click to enlarge.
- Click Manage Tags from the drop-down in the Tags section.
Click to enlarge.
Click to enlarge.
Accessing Email Tags
To access the Tag Manager in an email, do the following:
- Click Email in the left toolbar.
- Click the desired email folder.
- Hover over the desired email. Click
Edit Email.
Click to enlarge.
- Click
Edit Tags. - Click Tags > Manage All Tags.
Click to enlarge.
Accessing Lead Tags
To access the Tag Manager in a lead's record, do the following:
- Click Contacts in the left toolbar and select the name of the desired lead.
- Click Tags > Manage All Tags above the lead's name.
Click to enlarge.
Accessing List Tags
To access the Tag Manager in a list, do the following:
- Click Lists in the left toolbar.
- Click the desired folder and select the name of the desired list.
Click to enlarge.
- Click Tags > Manage All Tags above the list's name.
Click to enlarge.
Accessing User Tags
To access the Tag Manager in a user account, do the following:
- Click
User Menu > Settings in the top toolbar. 
Click to enlarge.
- Click User Accounts, located under My Company in the left panel and select the name of the desired user.
Click to enlarge.
- Click Tags > Manage All Tags above the user's name.
Click to enlarge.
Creating Tags
You can create tags to group leads and content in ways that make sense to you.
To create tags, do the following:
- Access the Tag Manager.
- Enter a name for the tag in the Tag Title field.
- Select a tag type from the Tag Type drop-down menu.
- Click Add New Tag.
Your created tag will be placed in the folder that matches the Tag Type you set.
Click to enlarge.
Understanding Tag Folders
Created tags can be set and used with one of Lead Gen & CRM's features.
Created tags will be placed in the feature's respective folder.
The available tag folders are as follows:
Click to enlarge.
These are system folders. Tag folders cannot be modified. Tag folders cannot be deleted. New tag folders cannot be created.
Editing Tags
You can edit created tags at any time.
To edit created tags, do the following:
- Access the Tag Manager.
- Click the folder with the desired tag.
- Click
Options > Edit Tag next to the desired tag. - Rename the tag's name in the Tag Title field.
- Click one of the following:
•
Update to save the new name
•
Cancel to discard the new name
Click to enlarge.
Note: You cannot move created tags. You will need to delete the tag and then create a new tag in the desired folder.
Deleting Tags
If you no longer need a created tag, you can delete it. Be aware that deleted tags cannot be restored.
To delete a tag, do the following:
- Access the Tag Manager.
- Click the folder with the desired tag.
- Click Options > Delete Tag next to the desired tag.
- Click Yes.
Click to enlarge.
Note: You do not need to remove the tag from content before deleting it. Deleting the tag will remove the association with whatever object it was set to.
Setting Tags
Tags can used in the various features of Lead Gen & CRM. However, their usage can vary. For information on using tags with Lead Gen & CRM features, refer to the following: