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. Contact 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.
💡 Who can use contact tagging?
Users can only manage their own tags
Admins can manage everyone’s tags
All users can see each other tags and use the
You can follow this interactive walkthrough to learn more!
Let's dive in 🏷
Adding tags: Lusha Extension
Open Lusha Extension
Choose a contact that has been previously revealed or that you want to reveal
After revealing a contact, click on ‘Save contact’
Click on the ‘Tags’ dropdown and start typing in your new tag
When done, click on ‘Apply’
Search/create tags: Lusha Extension
Open Lusha Extension
Choose a contact that has been previously revealed or that 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 ‘Tag’ 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)
4. Click on the ‘Tag’ option in the above bar
5. Choose which tags you want to simultaneously apply to all of your selections
6. Click 'Apply'. The tagged contacts should look like this:
Search contacts by tags
To easily find contacts by tags, go to Lusha lists, and select the relevant list, or choose 'All Contacts'
Choose 'Filter by tag' and select the relevant tags.
Choose 'Apply', and the relevant contacts will appear 🚀
Tip💡you can easily manage your tags under the tag management tab that can be found under your account profile page.