Manage tags
Posted: Tue Dec 03, 2024 6:44 am
For once, this Salesflare product update is more about data management than customer management.
And that's because data management is the basis of better customer management.
This foundation has now been strengthened with a new tag manager, which will give usa phone number list you much better control over your tags, and the ability to export reports and dashboards, so you can easily share them outside of Salesflare.
Here's what's new!
Manage tags more easily
If you're like many others and regularly tag, you may find yourself in a situation where you could use a little cleaning.
It is recommended to:
See what tags you have
Cancellare i tag inutilizzati
Unisci i tag simili
Fix mistyped or imported tags
And optionally turn off automatic tagging
All this is possible with the new tag manager!
gestore di tag
Easy management of all tags
Just go to Settings > Manage Tags.
Filter, sort, or search to find the right tags. Find out how many times tags are used and on which entities. Then rename, merge, or delete them.
gestire e filtrare i tag
Filtrare, ordinare e cercare come un professionista
Additionally, to turn off automatic account labeling, click on the three dots at the top right to find the option.
disattivare l'etichettatura automatica
You can also turn off automatic tagging
Have fun!
If you want to add data to Salesflare, custom fields are often a better option than tags. They allow for a cleaner, clearer way to store information. If you want to categorize accounts, for example, a dropdown or multi-select dropdown will probably do a better job.
Exporting dashboards and reports
And that's because data management is the basis of better customer management.
This foundation has now been strengthened with a new tag manager, which will give usa phone number list you much better control over your tags, and the ability to export reports and dashboards, so you can easily share them outside of Salesflare.
Here's what's new!
Manage tags more easily
If you're like many others and regularly tag, you may find yourself in a situation where you could use a little cleaning.
It is recommended to:
See what tags you have
Cancellare i tag inutilizzati
Unisci i tag simili
Fix mistyped or imported tags
And optionally turn off automatic tagging
All this is possible with the new tag manager!
gestore di tag
Easy management of all tags
Just go to Settings > Manage Tags.
Filter, sort, or search to find the right tags. Find out how many times tags are used and on which entities. Then rename, merge, or delete them.
gestire e filtrare i tag
Filtrare, ordinare e cercare come un professionista
Additionally, to turn off automatic account labeling, click on the three dots at the top right to find the option.
disattivare l'etichettatura automatica
You can also turn off automatic tagging
Have fun!
If you want to add data to Salesflare, custom fields are often a better option than tags. They allow for a cleaner, clearer way to store information. If you want to categorize accounts, for example, a dropdown or multi-select dropdown will probably do a better job.
Exporting dashboards and reports