Overview
A tag is a keyword or term that helps categorize information, making it easier to locate and manage. By tagging your contacts, you can better align your data with your business needs and improve internal communication with your team.
💡 Who can use contact tagging?
1) Admins: Manage tags for everyone.
2) Users: Manage only their own tags.
3) All Users: Can view and use tags created by others.
You can follow this interactive walkthrough to learn more!
Let's dive in 🏷
Adding tags: Prospecting
Navigate to the Lusha Prospecting Platform
Utilize the Company and/or Contact filters to create a list of your preferred prospects.
Once contact details are revealed, click on the ‘Tags’ button in the action bar.
Choose an existing tag or create a new one by typing in the search bar and clicking ‘Create Tag.’
You can assign multiple tags to a contact by selecting several tags from the list.
When you're done, click ‘Apply.’
Note - You can tag up to 150 contacts at once.
Adding tags: Lusha Extension
Open the Lusha Extension
Select a contact or multiple contacts that have already been revealed or that you wish to reveal.
After revealing a contact, click the ‘+ Add Tags’ button in the action bar.
Select an existing tag or create a new one by typing in the search bar and clicking ‘Create Tag’.
You can assign a contact to multiple tags by selecting several tags from your list.
Once finished, click ‘Apply’.
💡 To remove tags, click on the tag to reopen the tag box, deselect the desired tag, and then click ‘Apply’.
Adding and Managing Tags: Lusha Contact Lists
Navigate to the Contacts Lists tab and select a list.
Select up to 25 contacts.
To select more than 25 contacts, increase the rows per page and then choose the contacts you wish to tag (this option is plan-specific).
Click ‘Tag’ in the top-right corner.
Select an existing tag or create a new one by typing in the search bar and clicking ‘Create Tag’.
You can assign a contact to multiple tags by selecting several tags from your list.
Once finished, click ‘Apply’.
Search contacts by tags
To easily find contacts by tags go to Lusha Contact Lists, and select the relevant list.
Choose 'Filter by tag' and select the relevant tags.
Choose 'Apply', and the relevant contacts will appear 🚀
Tag Management Tab
You can easily manage your tags in the Tag Management tab, found on your account profile page.
Use the search bar to find any saved tags.
Click the +Create Tag button to add new tags and select your preferred color for each.
Edit tags by clicking the Pencil Icon.
Delete tags by clicking the Trash Can Icon.
💡 Note: Only admins can edit or delete tags created by other users. Users can only manage their own tags, but they can view and use tags created by others.