Tags on customers

Tags are your own labels for grouping customers, like a region, a segment or a project. Your organization keeps one shared list of tags, each with a name and a colour.

Tags belong to CustomerCatalyst. They don’t come from your CRM and aren’t sent to it.

Add a tag to a customer

1. Open the customer.
2. In the TAGS box at the top of the page, click Add tag.
3. Under ASSIGN TAGS, find the tag with Search tags and click it.

You can also open the ⋯ menu on a customer and choose Tags.

Create a new tag on the spot

If the tag doesn’t exist yet:

1. In the tag menu, choose Create new tag.
2. Type a name, for example Nordic bank, and pick a colour.
3. Click Create tag.

The new tag is added to your organization’s list and to this customer.

Remove a tag from a customer

Click the tag again in the tag menu, or click the remove icon on the tag. This only takes the tag off this customer. The tag itself stays in your list.

Find customers by tag

• The customer list shows up to 3 tags per customer. More tags show as “+N”.
• In the customer list, open Filters, pick a Tag and click Apply.

See The customer list.

Rename, recolour or delete tags

Manage the tag list itself in Settings › Tags. Deleting a tag there removes it from every customer. See Tags.

Note

You need edit permission to add, remove or create tags.