A tag is a nifty way to add a certain characteristic to contacts or companies. Doing this allows you to easily divide them into categories: when creating a segment, you can filter based on your own created tags.

Examples of tags can be ‘Customer’, ‘Supplier’, ‘Prospect’, but as with the segments, you’re only limited by your imagination!

  • A tag is an eye catcher: you can spot them immediately on a contact or company detail page.
  • Just make sure that you don’t put too much information in a tag, as it can get messy real quick.
  • A contact or company can have multiple tags and can be used to create different segments.

Creating tags

  1. Navigate to “Settings” and click “CRM
  2. Click on the “+” symbol next to “Tags”
  3. Give your newly created tag a name
  4. Click “Save
  5. Now you can assign the tag to a contact or company.

Assigning tags

  1. Go to “Contacts” or “Company
  2. Choose a contact and click on the pencil next to “Contact information”
  3. In the pop up screen you can choose a tag from the drop down menu next to “Tags”assigning tags in Teamleader

  1. Click on “Save

Not fully comfortable with our tool yet? No worries, we are happy to invite you to one of our online trainings. Click through to our support page and scroll down to our Teamleader Academy to take part in an online group session.