Manage Tags

Your team uses tags as labels or folders that they can organize their SalesLoft people, accounts, cadences, templates, and snippets into. If, however, many users on your team add tags, it’s easy for tag names to get out of hand.

Just imagine, one user may designate a label "VP", another "Vice President", a third "V.P." and the list could easily keep growing.

The Tags tab allows you to manage your team’s tags for unified clarity. To access the Tags tab, go to your Team Settings. Under your Admin Data Settings, select Tags. 

In this article, you will learn how to view and manage the tags your team uses, including:

• The Tag Page Layout
• Add a Tag
• Edit a Tag
• Merge Tags
• Delete a Tag
• SLU: Team Admin: Tag Settings (Video)

The Tag Page Layout

• Search tags: Use the search feature to find existing tags.
• Tag Name: Name of the Tag as it exists in SalesLoft.
• Accounts: Number of times the tag is used on the account level.
• People: Number of times the tag is used on the people level.
• Personal Cadences: Number of times the tag is used on a personal cadence level.
• Team Cadences: Number of times the tag is used on the team cadences level.
• Personal Templates: Number of times the tag is used on a personal template level.
• Team Templates: Number of times the tag is used on the team templates.

Add a Tag

Create new tags that your entire team will have access to by adding a tag. To add a tag:

1. Navigate to the Tags settings.
2. Above the Tags table, click + Add Tag.
3. Enter the Tag name you want in the Tag Name field.
4. Click Saved.

Edit a Tag

Alter any tags to fit your team’s needs (or correct any typos). To edit a tag:

1. Navigate to the Tags settings.
2. Find the tag you want to edit. Click the ellipsis icon (three horizontal dots) to view your tag options.
3. Select Edit.
4. Edit the Tag in the Name field. Click Save.

Merge Tags

If tags get out of hand and you not multiple tags being used for similar purposes, you can merge the tags together. To merge tags:

1. Navigate to the Tags settings.
2. Find the tag you want to edit. Click the ellipsis icon (three horizontal dots) to view your tag options.
3. Select Merge.
4. Enter the tag you want to merge your current tag within the Merge into Tag field. Click Merge.

Delete a Tag

If a tag has had minimal use or is no longer necessary you may delete the tag. To delete tags:

1. Navigate to the Stages and then Opportunity Stages tab.
2. Find the tag you want to edit. Click the ellipsis icon (three horizontal dots) to view your tag options.
3. Select Delete.
4. You will receive a pop up to verify that you would like to delete the tag. Click Delete.

SLU: Team Admin: Tag Settings (Video)

Want to know about admin Tag Settings, but prefer a video format? Visit SalesLoft University to see the Team Admin: Tag Settings video tutorial.