Creating & Using Prospect Tags
Why use tags?
How to create Tags?
Then, add the tag name and click Create Tag.
Pro-tip: A prospect can have multiple tags and you can also filter specific prospects by combining tags.
How to apply Tags to Prospects?
There are 2 ways to apply tags to prospects.
Manually applying tags
Bulk-applying tags by an import
Here's a screen recording of how to map the CSV tag columns with the tags in QuickMail to apply tags to the prospects.
Note: If the prospects that will be imported are already in the Prospect list, make sure to check the checkbox "Update Prospect if Exist." This is so that the tags will be applied to the prospects.
To learn more about how to filter prospects with specific tags, here's a detailed article on how to use the advanced filters --Filtering Prospects