Overview
A tag is a keyword or term assigned to a piece of information. This kind of metadata helps describe an item and allows for it to be found again by browsing or searching. Contacts tagging gives our users more flexibility when they organize their data, in order to create alignment with their business needs.
With tagging contacts you can Organize and manage your Lusha contacts better and communicate internally with your teams regarding contacts.
đĄ Who can use contacts tagging?
Users can only manage their own tags
Admins can manage everyoneâs tags
You can follow this interactive walkthrough to learn more!
Let's dive in đˇ
Adding tags: Lusha Extension
Open Lusha Extension
Choose a contact that has been previously revealed or you want to reveal
After revealing contact, click on âSave contactâ
Click on the âTagsâ dropdown and start typing in your new tag
When done, click on âApplyâ
Search/create tags: Lusha Extension
Open Lusha Extension
Choose a contact that has been previously revealed or you want to reveal
Click on tag
Type in the name of the tag you are searching for or want to create
Click create if creating, then apply
Check the box of the tag you want
Click apply
Bulk tagging: Lusha Extension
Use either Lusha on Sales Nav, or Lusha on Linkedin search (people filter) to load employee lists
Select the prospects you want to tag simultaneously
Click tag
Choose applied tags and click apply
Multiple selection tagging- lists
Go to the lists tab and choose a list
Choose up to 25 contacts and click on âTagâ in the right corner
All of the tags included in your selected contacts will display
Sync the tags according to your tags of choice by selecting or deselecting then click apply
Bulk tagging- Lusha Prospecting
Go to the prospecting platform and choose the qualification filters to load lists of targeted prospects
Reveal the selected contacts
Select which prospects you want to tag (up to 149)
Click on the âTagâ option in the above bar
Choose which tags you want to simultaneously apply to all of your selections
Click apply
TipđĄyou can easily manage your tags under the tag management tab that can be found under your account profile page.