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Market to Your Customers with Account Engagement
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          Organizing with Tags

          Organizing with Tags

          You can create tags and apply them to assets and prospects from almost any table, record, or action. Use tags to filter data tables and asset lists, label prospects, and label assets for easier updating.

          Required Editions

          Available in: All Account Engagement Editions

          Keep these considerations in mind when using tags.

          • Tags don’t sync to Salesforce.
          • Tag counts can be up to 10 minutes behind when you are processing large imports or automations.
          • Tags can’t contain single or double quotes.
          • Combine Tags
            If you want to reorganize or consolidate your tags, you can merge tags in Account Engagement.
          • Delete Tags
            Deleting a tag is permanent, and removes the tag from all assets and prospects.
           
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