Tags

Module which include all the Tags in the Project

Tags are unique identifiers that help organize and categorize records, making it easier for users to sort, filter, and segment records based on specific characteristics. The Tag module includes a list of all tags added across modules or directly within the Tag module. Tags can be added manually via the Add Record option in the Tag Module and automatically through Connectors with the Add Record to CRM Modules option and in Flows through the Data Lookup step. During automation, tag names can be updated at each stage using Connectors and Flows.

Adding tags to records simplifies tracking and segmenting, enhancing data organization within the CRM. For example, if a lead enters a Follow-up Funnel, we can add a tag, such as “First Stage,” to that lead using the Data Lookup field. Once the lead completes the Follow-up Funnel and moves to a Chatbot, we can assign a new tag, like “Second Stage,” using the Update Record option in Data Lookup. By applying these tags at each stage, we can easily track lead progression, organize them by stages, and group or categorize them based on their journey.

We can add multiple tags to a single record in any module. Each tag can be used across all modules within the same project according to business needs. Additionally, new tags can be created directly from the tag field in the record view.

Creating Tag

We can simply create a Tag by clicking on Add Record button in Tags module. That will open a new window where we can give the tag name and select the Tag colour and click 'Create Tag'. Tag colours are used for it more visually appealing.

Or in other way we can easily add a new tag from the Module List page itself by clicking on Add Tag field and clicking on the '+' button as shown in the below picture.