How do I create a Tag?
Tagging lets you label contacts based on data you know about them. Tags are highly customizable, so you can create and assign them as you see fit.
Tags are like labels that allow you to organize People, Companies, Projects, Properties, and Deals. They are helpful when you are trying to organize People or Projects that span different Segments and want to share this classification with your team on Cloze.
For example, a Tag that tracks attendance at a trade show like "Mobile-World-Congress-2019" could be used for both Customers and Partners. You can search by entering a hashtag before the tag: #mobile-world-congress-2019. Or if you wanted to organize all the people you wish to send a holiday card you could add the Tag #holiday-card.
As a first step to using Tags, you'll need to add a Tag to a contact. Please see below for instructions on how to create a new Tag.
Learn more about Tags:
- Add Tags to multiple contacts at once
- Add Tags to multiple Deals or Projects at once
- Search by contact Tags (enter #tagname)
- Import contacts and add Tags
- Export my contacts and filter by Tags
Creating New Tags
Tags can be created in three primary ways.
- Tap on "Add tags..." just below the name of the Person, Company, Project, Property, or Deal
- Tap on the More icon while viewing a Person or Company profile
- In bulk on the People, Company, Project, Property, or Deal section
Option 1: Tap on "Add tags..." just below the name of the Person, Company, Project, Property, or Deal
On Tablet and web (www.cloze.com) only.
Similarly, you can add Tags to Projects and Deals in the same manner.
Tap on the More icon while viewing a Person or Company profile
On iPhone and Android phone
On Tablet and web (www.cloze.com).
You can also add Tags from the More Options menu.
Option 3: Add tags in bulk
1.) Search and add select people as needed by tapping the checkmark for each person to which you would like to add a Tag.
Once you have tapped on the checkmark you can search again and the previous person will remain checked so you can add multiple people at once. Feel free to search for specific people or use other types of searches.
2.) When you are done, tap on the bulk icon.
3.) Tap on the dropdown next to Add in the Tags section. Then select your Tags and tap on Save to apply the Tags to your selected contacts.
You have two options:
- Select existing tags
- Scroll to the bottom of the menu and create a new tag
Option 1: Select existing tags from the menu.
Option 2: Scroll to the bottom of the menu and create a new tag.
Tap on the back arrow.
4.) Tap on Save to apply the tag (s).