Tags are like groups. You can add a tag to multiple clients to make it easier to search for them.
For example, say you have 100 contacts. Let's say that 10 of these contacts are people you met at an open house, and you need to send each of them an email. You will want to be able to find them easily, and that is where a tag comes in handy.
When you are looking at your clients in the CRM, you will notice that "Search Tags" is one of the options for searching through your clients.
You can add tags in 2 different ways. 1) Enter into a client's profile or 2) Apply a bulk action on multiple clients. See the steps below.
1. Enter into a client's profile:
- Find the client and click their name to open their profile
- Scroll down and click "Edit tags"
- Type in the tag name and hit the enter key (you will see a square form around the tag name)
- Enter as many tags as you need, hitting enter after you finish typing each name
- Click "Save tags"
2. Apply a bulk action on multiple clients:
- Find the clients and click the check boxes next to their names (you can also select all by clicking the very top check box to the left of the "Name" header of the table)
- At the top of the page click "Apply Action" (choose to select clients associated with the first page or you can choose to "Apply Action To All Contacts Selected")
- Click "Edit Tags"
- Type in the tag name and hit the enter key (you will see a square form around the tag name)
- Enter as many tags as you need, hitting enter after you finish typing each name
- Click "Save Tags"
Once you have added a tag to at least one client, you can then search for it.
- Type the tag name into the "Search Tags" box and hit the enter key
- You can enter more than one tags, but keep in mind that the system will combine the tags and search for a client that has all of what you enter. For example, if you enter two tags, the system will look for clients that have both of those tags and not one or the other.