Tags are helpful when you want to organize specific contacts into one group.
Business Value: Tags help you organize your contacts into groups through a common denominator.
We have created this guide to show you how you can take advantage of RocketLevel’s Tags feature by creating and utilizing them to organize your contacts in groups.
In order to be able to add a tag to a contact, you will first need to create a tag in the Tags page.
To access your tags, you will need to go to Contacts > Tags.
This will take you to the Tags index page. Here you will be able to see all the tags you’ve created. To add a new tag, click the green “+ Add Tag” button.
From here, you will add the tag name in the “Name” field then click “Save.” In this example, we will add a tag for “Hawaiian Shirts,” which you would reserve for clients who just wear Hawaiian Shirts.
How do we apply these new tags to your clients? You can do so when adding a new contact or editing the details of an existing contact.
You will find that the Tags field will be the very last one on the contact’s page. When you click on the tags text box, you will see a drop-down with all your available tags. Click on the corresponding one that fits the contact and you’re set!
For your convenience RocketLevel articles and walkthroughs like this are available 24/7 at help.rocketlevel.com.