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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:

  1. Navigate to the Setup module.
  2. Click the Manage button in the "Contacts Setup" card.
  3. Click the + Add Tag button.
  4. Give your Tag a name.
  5. Choose a color to represent your Tag and click OK.
  6. Click "Create Tag."