Best Uses for Tags in Zendesk Sell
What are the best uses for tags in Zendesk Sell?
Tags in Zendesk Sell are great for quickly filtering your contacts. If you have contacts that you consider more important, you can add a tag like 'premium' to their profiles. This allows you to filter and display only those contacts with the 'premium' tag.
Tags can be added to leads, contacts, prospects, customers, and deals, and they are available as filter options in your reports. You can also search for tags using the global Search feature. For more details, check out the section onUsing tags in leads, contacts, and deals.
More related questions
When should I use custom fields in Zendesk Sell?
Custom fields in Zendesk Sell are ideal for storing variable data specific to a contact, lead, or deal. Unlike tags, which are invariable, custom fields allow you to capture additional information like contact numbers. Custom fields are useful when…
How do tags and custom fields differ in Zendesk Sell?
Tags and custom fields in Zendesk Sell serve different purposes. Tags are used for quick filtering and are invariable, meaning they can be applied to multiple contacts without changing. Custom fields, on the other hand, store variable data specific…
Can I use tags to classify contacts in Zendesk Sell?
While you can use tags to classify contacts in Zendesk Sell, it's important to avoid contradictions. For example, a contact shouldn't be tagged as 'Silver', 'Gold', and 'Platinum' simultaneously. To avoid such ambiguities, consider using custom…
How can I search for tags in Zendesk Sell?
You can search for tags in Zendesk Sell using the global Search feature. This allows you to quickly find and filter contacts, leads, or deals based on the tags you've applied. Tags are a powerful tool for organizing your data, and the ability to…
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