Tags Overview ⚙️ 🛠️

Standard Operating Procedure for Managing Tags in the System

Objective

This SOP outlines the steps for adding, managing, and deleting tags within the system to ensure proper organization and filtering of contacts.

Key Steps

1. Understanding Tags 0:16

• Tags are important for categorizing contacts in the system.
• They can be viewed on the contact details sheet and are automatically added based on lead source and stage.

2. Adding New Tags 01:08

• To add a new tag:
  • Navigate to the tags section.
  • Enter the desired tag name in the input field.
  • Click 'Create' to save the new tag.

3. Applying Tags to Contacts 1:32

• Tags can be applied to contacts manually or through automation.
• When importing contacts, ensure to add relevant tags to differentiate between buyers and sellers.

4. Adding Tags from Contact Details 2:37

• Open the contact you wish to tag.
• Start typing the tag name in the tags section.
• Select the correct tag from the dropdown or create a new one if it doesn't exist.

5. Deleting Incorrect Tags 4:24

• To remove a tag:
  • Go to the tags section.
  • Search for the tag you want to delete.
  • Click 'Delete' next to the incorrect tag.

Cautionary Notes

• Do not delete tags that are in use: Deleting tags can disrupt workflows and automations.
• Be careful when adding tags: Ensure you select the correct tag to avoid cluttering the system with unused tags.

Tips for Efficiency

• Use consistent naming conventions for tags to make searching easier.
• Regularly review tags to ensure they are still relevant and being used effectively.

Link to Loom

https://loom.com/share/d0988905d3314fc7a08db546ab7ade8b

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