Tags in Salesgenie are customizable labels you can apply to records, helping you organize and categorize prospects across all of your saved searches and customer data uploads.

Once a Tag is assigned, it remains associated with that record everywhere in your account, making it easier to filter, group, or track prospects over time.

Managing Tags

1.     In the left-hand navigation menu, click Settings

2.     From the slide-out menu, select Tag Manager

3.     On the Manage Tags page, you can:

• • Add a New Tag
  • Edit an existing Tag
  • Delete a Tag you no longer need

You can also assign Tags during a Customer Data upload, ensuring your imported records are labeled and ready to use.

Tip: Create Tags that reflect your sales process or campaign focus (e.g., “Q1 Campaign,” “High Priority,” or “Trade Show Leads”) to keep your database organized.