Managing tags for leads, contacts, and deals

To help you organize the entire workflow of your team, you can easily prepare a set of tags to be used by everyone in the account. Sell team members can then apply these tags to leads, contacts, and deals. You can also allow individual Sell team members to create and add their own tags.

Each list of tags for leads, contacts, and deals must be created separately. You can also create tags for your prospect and customer contacts.

You need admin rights to manage tags.

This article covers the following topics:

• Adding tags
• Allowing all users to add tags
• Editing and deleting tags
• About tag editing permissions 

Adding tags

A user with admin rights can add tags that are used by all Sell team members.

To add tags to leads, contacts, prospects and customers, or deals

1. Click the Settings icon (), then select Customize > Leads, Customize > Contacts, Customize > Prospects and Customers, or Customize > Deals.
2. Select the Tags tab.
3. Click Add Tag.
4. Enter your tag, then click Add.
5. Select who can apply tags in your Sell account. The options are All users and Admin only (see Allowing all users to add tags below).

   

Tags that are added in the settings page are available to Sell users to add to their leads, contacts, and deals. After tags have been added, they can then be used to filter working and smart lists and also to define reports (see Using tags in leads, contacts, and deals).

Tags can also be added to your Sell account via a data import (see Importing leads, contacts, and deals using a CSV file) and when leads are converted to contacts (see Converting leads).

Allowing all users to add tags

Who can define and add tags is determined by a Sell user with admin rights. When editing tag settings for leads, contacts, prospects and customers, and deals, an admin user can select to allow All users to add tags (instead of just Admin only).

When set to All users, Sell users can enter any tags they want by editing a lead or contact’s profile, for example. All of the tags that are added by Sell users appear on the Tags tab on the settings page. See Using tags in leads, contacts, and deals.

All tags are available to all users of your Sell account, which means that any tag a user creates is visible to the entire team.

Editing and deleting tags

Tags can be edited (its name changed) and deleted.

To edit or delete tags for leads, contacts, prospects and customers, or deals

1. Click the Settings icon (), then select Customize > Leads, Customize > Contacts, Customize > Prospects and Customers, or Customize > Deals.
2. Select the Tags tab.
3. If you want to edit a tag, click the Edit button next to the tag’s name. Change the tag’s name and then click Save. The new name of the edited tag is immediately changed in the leads, contacts, and deals where it was used.
   Note: If you can't see the Edit button, this means you don't have the required permission to edit it.
4. If you want to delete a tag, click the Delete icon (the trash can) next to the tag’s name. You’ll be prompted to confirm that you want to delete the tag.

   

Note: When a contact’s status is set to either a prospect or customer, the contact’s tags are added as tags in the Tags tab for Prospects and customers. If you delete a contact tag, you’ll also need to delete it from prospects and customers.

About tag editing permissions

Your ability to create, edit, and delete tags is determined by the permissions that are allowed for your user type in Sell.

• You can edit tags created by you or your subordinates. To edit tags created by other users, you need to have admin privileges.
• You can delete tags created by you or your subordinates. To delete tags created by other users, you need to have admin privileges.
• If you're a User on your account, you won't be able to delete Manager or Admin data from Sell, including tags created by those users. A Manager or an Admin will need to delete the tags, or upgrade your permissions.