We've always worked hard to make it easy to organize your contacts, accounts and leads. Today, we're releasing new tagging tools to make it even easier to segment items for your company's specific needs.
To get started with tagging, you'll first need to create the tags that you use to organize your data. Note that you will use different collections of tags when you're tagging different kinds of items (e.g. contacts vs. accounts). You'll find this page under Setup > Lists > Tags.
Add tags to accounts, contacts and leads
When you're viewing an item, there will always be a tag bar at the top. Simply click inside of the bar and start typing a tag name. You'll see all available tags, along with a number representing the number of other items with that tag. Once you press enter, the tag will be added, and blink green.
Using tags to organize your data
When viewing the leads, accounts, or contacts tab, with a list of items, you can use tags to filter down to items with that tag. If you're searching on more than one tag, you can choose between items that have any or all of the filtered tags.
You may also use tags as a filter in custom reports — for example, to see all leads from a specific campaign and the 'Stale lead' tag.
Bulk adding & removing tags
You can use the bulk edit tool (from a custom report or the leads tab) to add or remove tags from a large number of leads. This mass editing functionality is currently unavailable for contacts and accounts, but will be built in the future.
We're really excited about this new tool for organizing data in Nutshell. We're continuing to build more effective ways of organizing your business — stay tuned for some upcoming features related to regions and territories!
Andy is the lead developer at Nutshell and has been working with the web since the 28k modem. He’s a master at turning designers’ sketches into pixel-perfect interfaces. Look for his bike in front of our Ann Arbor offices, and find him on Twitter.