You can define note tags in Settings > Customize > Notes. When you create a note tag, you can then apply it to any note in Sell. Currently, you cannot import or export note tags; you must manually add them to the note.
Creating a note tag
You need admin rights to create a note tag.
To create a note tag
- Click the Settings icon (
), then select Customize > Notes.
- Click Add tag.
- Enter a meaningful tag name.
The tag is saved and is available for use in all notes. The tag name is displayed when the tag is selected for a note (see working with notes).
Editing a note tag
You need admin rights to edit a note tag.
To edit a note tag
- Click the Settings icon (
), then select Customize > Notes.
- Click Edit next to the tag you want to edit.
- Enter a new tag name.
The tag is saved and the tag name is updated in all notes that have used it previously.
The updated tag name is displayed when the tag is selected for a note (see working with notes).
Deleting a note tag
You need admin rights to delete a note tag.
To delete a note tag
- Click the Settings icon (
), then select Customize > Notes.
- Click the Trashcan icon (
) next to the tag you want to delete.
The tag is deleted permanently.Note: The tag is removed from any notes that used it. Users must select a new tag to apply it to a note.
5 comments
Craig Atkinson
I agree with Kim, as a marketer myself, this seems ideal to be available as an import option on notes, to tie them back to campaign outcomes. But only if you can automate it via imports and tie it into aggregate reporting. Right now this feature seems limited.
0
Craig Atkinson
I'm back here again, this time I'm trying to find out if there is anything at all you can even do with note tags. I want to query them in a smart list or a filter or do anything at all to aggregate contacts with certain note tags on them.. Can't even see that this "feature" does anything.
0
Austine Hipol
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Craig Atkinson
That part is obvious. It would be great if there was any tool available to report or aggregate data, or filter/export notes with certain tags. The only way these notes are used is in the dashboard/activity view.
1
Gab
I'm afraid that we are currently not able to support this functionality. However, I do agree that it would be a nice feature to have, and I'm happy to pass your feedback to our Voice of the Customer team for further discussion.
0