Contacts Setup
Summary
You can set up Company Tags ahead to assign when entering or importing new companies. This allows you to manage these tabs at a system level. Here, you can also see all Tags within your Supportable setup, as well as how many Companies those tags are associated with.
Who this article is for
- Admins and Managers configuring data workflows
- Outreach / Marketing Managers
How the manage Contact Tags
Creating tags is simple. See this visual how-to or follow these steps:
- Navigate to the Setup module.
- Click the Manage button in the "Contacts Setup" card.
- Click the + Add Tag button.
- Give your Tag a name.
- Choose a color to represent your Tag and click OK.
- Click "Create Tag."