In UPilot, you can add tags for each contact or deal which makes it easier to filter the contact list. Using tags, you can create specific lists of both Contacts and Deals based on your own defined specifications.
Creating Tags
To create your own tags, you can:
- Open Settings (Gear icon on top-right) > Tags, Categories and Products > Tags
- Click on ‘Create a new tag’ at the top-right corner
- Enter the name of the new tag to be created
- Click on ‘Save’
You can also create a new tag from a contact by open the contact > Description > Tags > Click ‘Add Tags’ > Create a new tag from the bottom of the tags list.
- Your Tag is now created; you can refresh UPilot for the changes to take effect.
Editing Tags
To edit existing tags, you can do so in the following manner:
- Open Settings (Gear icon on top-right) > Tags, Categories and Products > Tags
- In the tag list, click on the Tag you would like to edit
- Enter the new name as required
- Click on ‘Save’ to save your changes
- Your selected Tag is now updated; you can refresh UPilot for the changes to take effect.
Deleting Tags
To completely delete tags from your account, you can do so in the following manner:
- Open Settings (Gear icon on top-right) > Tags, Categories and Products > Tags.
- From the list, select the tags to be deleted
- Click on ‘Delete this tag(s)’ at the bottom-right
- Click ‘Delete’ to delete the tags
On deleting the tag, it will be automatically removed from any associated contacts or deals.
- Your selected Tags are now deleted; you can refresh UPilot for the changes to take effect.
Pro Tip:
Using the ‘Roles and Permissions’ section (under the Tags option), you can easily manage who has the access to create, edit or delete these tags.
This article is a part of the ‘Advanced Customizations’ series. Articles in this series include:
