Tags FAQs
If you have setup tags then you will only be able to search on your tags once you have applied a tag to a contact record. How do I apply a tag to a contact...
Mon, 18 Jan, 2021 at 2:40 AM
This is because you have not removed the tag from the contacts that it is applied to. The tag is no longer a global tag as you have removed it from the...
Mon, 18 Jan, 2021 at 1:57 AM
Best Practices when setting up tag names When creating new tag names we recommend that you use text characters, numbers and hyphens i.e. new-lead. ...
Mon, 18 Jan, 2021 at 1:57 AM
We can set up automatic triggers against a contact that is created manually. This is a very popular for tracking prospects, sign ups over a time period...
Mon, 18 Jan, 2021 at 1:58 AM
This is because you were working in organisation mode - so you have removed a tag from the main contact at the company but not all the individual people at...
Mon, 18 Jan, 2021 at 2:00 AM
When you click on the 'Tags' button inside a contacts record this is where you can select the tag via the checkboxes as shown in the example below: ...
Mon, 18 Jan, 2021 at 2:25 AM