Tags in Companies

How to use tags (or keywords) for companies

Claudette Albers-Reid avatar
Written by Claudette Albers-Reid
Updated over a week ago

Tags (or keywords) can be applied to Companies so that they can be easily identified in searches for many reasons, for example:

  • Industry

  • Language

  • Product

  • Projects

By applying tags, you can increase your search capabilities.

Below, you will see that a Company has the tags Marketing and Leadership associated to it, to identify the company's specialties.

A tag(s) can be created on the fly by simply typing the keyword and pressing Enter to accept it, or selecting an existing keyword(s) from a list based on the Tags settings:

Filter on tags

Choose from the menu Contacts, Companies.

In the Companies overview, click on the Filters button, the Tags field is featured:

In the Tags field, you can enter an existing tag (defined in the Tags settings) to filter the contacts. In this example, the tag Marketing has been used. When the tag is entered, it will appear with a green filter button which can be removed to clear the filter:

In the background, the Companies overview will only display records matching the tag. Close the Filter window to see the results:

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