You can use tags to filter through and group projects and contacts.
Manage tags
From the navigation menu, select Settings > Company settings
Select the PREFERENCES tab
By "Tags," select the pencil icon
Edit your tags. From here:
Create new tag: Select the plus icon and enter the tag name, then select a color > Save
Edit existing tag: Hover over the tag in question and select the pencil icon. Then enter a new name and select a new color > Save
Delete existing tag: Hover over the tag in question and select the pencil icon > Delete
Select DONE
📚 Tip
Consider creating tags for:
Project statuses
Examples: "Urgent," "On hold"
Project locations
Examples: "Virtual," "Live"
Contact types
Examples: "Frugal," "Big spender"
Tag management for projects
Add tag to project
Find and open the project you'll add a tag to by using the search bar or project pipeline
In the "Tags" dropdown, select the tags you want to add
Remove tag from project
Find and open the project you'll add a tag to by using the search bar or project pipeline
By the "Tags" dropdown, select the X icon by the tags you want to remove
Bulk add or remove tags from projects
From the navigation menu, select Projects. Hover over each project that'll be bulk edited, then select the checkbox next to the name
Select the Add or remove tags icon, then select either:
Choose which tags to add... if adding tags
Choose which tags to remove... if removing tags
Select what tags you want to add or remove from the projects
Select ADD TO [number of] PROJECT(S) if adding tags, or REMOVE FROM [number of] PROJECT(S) if removing tags
Filter projects by tags
This is a great tool to use if you need to take a bulk action, for example, sending a bulk email, with all projects that have a specific tag. You can filter by tag first, then take that action.
From the navigation menu, select Projects
Select a pipeline stage or ACTIVE PROJECTS if you want to view all active projects
Select Filter by tag
Select which tags you'll filter by. As you select tags, your projects will get filtered
Remove a filter by selecting the X icon next to it
Tag management for contacts
Add tags to contact
From the navigation menu, select Contacts
Select the contact you'll add a tag to
Under the contact's name, select Add tags
In the "Add tags..." dropdown, select the tags you'll add to the contact
Remove tags from contact
From the navigation menu, select Contacts
Select the contact you'll remove a tag from
Select the tag or the Edit or add tags icon next to it
Next to the tags you want to remove, select the X icon
Bulk add or remove tags from contacts
From the navigation menu, select Contacts
Hover over each contact you'll bulk edit, then select the checkbox next to their name
You can use filters to refine your contacts list
Select the Add or remove tags icon > select either:
Choose which tags to add... if adding tags
Choose which tags to remove... if removing tags
Select what tags you'll add to or remove from the contacts
Select ADD TO [number of] CONTACT(S) if adding tags, or REMOVE FROM [number of] CONTACT(S) if removing tags
Filter contacts by tags
This is a great tool to use if you need to view all contacts that have a specific tag applied:
From the navigation menu, select Contacts
Select Filter
Under "FILTER BY TAGS," select what tags in the dropdown you want to filter by
As you select tags, your contacts table will get filtered
Remove a tag filter by selecting the X icon next to each tag
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