Using Tags on Leads, Contacts & Deals - Frequently asked questions
Discover how to effectively use tags on leads, contacts, and deals in Zendesk. This page answers common questions to help you optimize your tagging strategy.
Frequently asked questions
How can I create and apply tags in Zendesk Sell?
Creating and applying tags in Zendesk Sell helps you segment and evaluate your data more effectively. Admins can create, edit, and delete tags, making them available to all users. To apply a tag, select the element (like a lead), click the Edit…
What are predefined tags in Zendesk Sell and how do I set them?
Predefined tags in Zendesk Sell streamline workflows by allowing admins to set tags that all users can apply. To set them, go to Settings, select Leads or Contacts, and click the Tags tab. Choose whether all users or only admins can add tags, then…
How do I remove tags from leads, contacts, and deals in Zendesk Sell?
Removing tags in Zendesk Sell is straightforward. Users can edit an element, like a lead's profile, and remove the tag. However, only admin users can remove tags that were created by an admin. Note that tags are never automatically removed, even…
Can I filter leads, contacts, and deals by tags in Zendesk Sell?
Yes, you can filter leads, contacts, and deals by tags in Zendesk Sell. After applying tags, use the Filters panel to select the Tags field and add your desired tags. This will automatically filter the list based on the selected tags. Tags can also…
What happens to tags when a lead is converted to a contact in Zendesk Sell?
When a lead is converted to a contact in Zendesk Sell, its tags are retained and added to the new contact record. This ensures that all relevant information and categorization are preserved during the conversion…
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“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
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