How To: Using Tags

Tags are COOL. Seriously cool.

Tags help me slice and dice my data. That simply means I can get a report/view on just certain records, like:

  • Show me all of my Contacts who I’ve tagged as “family.”
  • Or, show me all of my Contacts who I’ve tagged as “hiring manager,” or “newsletter.”

One that I’ve done is this:

  • “show me all of my Contacts I’ve tagged as “family,” and who have the last name of “Alba.”

Tags help me filter down and get a subset of my data.

How do you create a tag?

On the ADD or EDIT page (of Job, Company or Contact) simply type in any tag you want (1). If it is a tag you already created you can either type it again or you can select it from the drop down (2).

jj_tags

It’s that simple, and perhaps one of the most important things to do when you create a record.

The two main places to make use of tags are in the List Panel search:

jj_list_panel_search

… and the Get Contact List (here’s a video on how that works) (premium feature):

jj_get_contact_list

Are you using Tags? If not, use them!

(note: tags are similar to Labels on Gmail)