Tagging People

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Tags are a great way to filter your prospects by certain keywords.

The Most Common Tags we've seen are 

  • Time Zones 
  • Language
  • Specialization 
  • Lead Source

 

Tagging People from the People Tab

You can create these tags by going to the People tab, clicking on the TAGS icon, choose Add Tags, and add the tag that you want to use. 

 

Tagging People Upon Import

When importing people into SalesLoft (CSV or SFDC), tag people in your import with one or multiple tags. 

From CSV: 

At the bottom of the import page, use the Add Tags field to choose from existing tags or create your own. 

Here's a quick overview: 

 

You have the ability to filter your prospects by specific tags that you have created: 

Happy Lofting!

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