How to Create and Use Company Tags

📑 Contents in this article - click to jump to section:

• What are company tags?
• How can I make a company list?
• How do I use company tag?
• Can I change the companies in a tag?
• How to rename a company tag
• How to delete a company tag
  
  

What are Company Tags?

Company Tags are exactly that:  a tag that you've applied to selected companies. By applying one or more Tags to Companies that you've saved, you're able to quickly create custom Company Lists. Tags are flexible and completely customizable so that you can use Tags however makes sense for you:

• Filter to employees of your frequently referenced companies
• Monitor job changes at your target accounts
• Explore new markets
• Organize projects, and more!
  
  

How can I make a company list?

Creating a company list takes only a few minutes, it's easy! You can create a list in bulk by uploading a CSV, or create a list manually following the steps below. 

Step by step:

1. From the Search area, select the tab for 'Companies' in the top left.
   
   
   
2. At the top right locate the active Tag area. Select an existing Tag, or click  the + button to add a new Tag. Type in the name you want to use for the Tag, then select the ✓ button to save it.
   
   
   
3. The Tag shown in this area indicates which Tag will be applied when you click the 'Add Company button.
   

 

How do I use Company Tags?

Company Lists are versatile and can be used in multiple ways:

• Set a company tag as a filter when using People Search.
• Use Bulk Lookups to select a prepared company tag and generate a list of contacts.
• Add companies to a "Done" list to save a historical log of companies that you've researched/prospected.
• More functionality coming soon!

For an example demonstration, please watch this 4-minute video tutorial:

Can I change the companies in a tag?

Yes, Tags and the Companies they are applieed to can be edited freely as needed to grow and change with your business.

From 'My Companies' in the left navigation, you can see all of your saved companies. Select a list to see the companies currently saved to that list. 

As you look at the companies in the list, use the checkbox on the left side to select one or more companies. Once selected, you will see controls at the top:

• Move:  Remove the selected company/companies from this list and add them to a different list (you will select which list).
• Copy:  Keep the selected company/companies in this list and also add to another list (you will select which list).
• Delete:  Remove the selected company/companies from this list without changing other lists.

 

How to rename a company list

To change the name of a company list, first go to 'My Lists' in the left-hand menu, then select the 'Manage Tags' link on the far right.

From here all of your company lists will be shown in the left column. If necessary, use the arrows at the bottom to scroll and see more tags, or change how many tags are shown per page.

Once you locate the tag that you want to rename, click on where you see the pencil icon. The text field will become editable; make your changes then press the Enter key on your keyboard to save.

 

How to delete a company tag

To delete a company tag that you no longer need, first go to 'My Companies' in the left-hand menu, then select the 'Manage Tags' link on the far right.

From here all of your company tags will be shown in the left column. If necessary, use the arrows at the bottom to scroll and see more tags, or change how many tags are shown per page.

Once you locate the list that you want to delete, click the trash can icon on the far right. A confirmation window will be shown; click the button 'Delete Tag' to finish.

⚠️ IMPORTANT: Deleting cannot be undone, so please be sure before deleting!

Deleting a company tag will automatically remove it from any companies where it was in use.