How to use Tags
Tags provide additional search dimensions for Contacts and Companies (there is also a configuration option which allows for Stages, which is handled separately).
For contacts, you may wish to be able to see if the contact is a “Advocate”, a “Neutral”, etc.
Using these examples, you would be able to find Advocate contacts at Active Target Client companies to help co-ordinate your business development efforts.
To add a Tag into CMAP
Go into the Admin area. Click on Tagging, found under the Content section in the left-hand menu.
A list of any existing Tags will appear.
You will see there are 2 hardcoded tags, Client & Supplier. This is where you can add additional tags too.
Adding a Tag to a Contact or Company
Navigate to the relevant contact’s “Contact Details” page, and click the edit pencil icon to enter the edit screen
In the Tags field select the tag using one of the following two methods:
- Type the name of the tag using a text-match search
- Press the spacebar to return a list of the tads to select from
Click “Save” to commit the change
Editing / Archiving Tags
You can edit or delete tags in the “Tagging” tool in the Admin area.
On the right-hand side of the row for the tag you there’s an edit pencil icon (to edit) and a “X” icon (to archive).
If you choose to archive, a pop out will appear asking “Are you sure you want to archive this tag?” Click Yes and the tag will be archived.
Removing Tags from a Contact / Company
Navigate to the relevant contact’s “Contact Details” page, and click the edit pencil icon to enter the edit screen.
Tags will be displayed in a blue surround with an “X” icon. Click the “X” icon to remove the tag, then click Save.