December 18th, 2009 by Robert Pease
You can use Tags in Gist to better organize your contacts and companies. Have a specific group of people you want to see the latest updates on? Tag them with a “VIP” tag. Headed to an event and you received a list of attendees in advance? Upload it as a .csv, tag them with the event name, and filter the Dashboard view to see updates only from individuals with that tag.
Here are some additional details on how to use tags or please visit our Support page on it.
You can use single or multiple tags to group lists of users; use one tag at a time to filter the display of information in the People List view; or one tag at a time to filter the display of information on the dashboard.
Steps to Tag a Contact Record
Adding tags to a single contact from the profile page
Applying a new tag to a contact is simple. Use the following steps to tag a contact on the profile page: