Tagging is a way to label contacts and companies within ZoomInfo, allowing you to organize and keep track of prospects more efficiently.
Tagging is currently available in Contact Search, Company Search, My Contacts and My Companies.
Note: Company and Person profiles each have their own set of tags. You can access your "Person" tags in Contact Search and My Contacts, and your "Company" tags in My Contacts and My Companies.
To create a tag, click on the "Tag" button on the top navigation panel, and click "Create New." You can name your tag anything you like, up to a limit of 45 characters.
Note: If you have contacts selected, and wish to apply a new tag to them, make sure to select the new tag and click "Apply" in order to tag them.
To tag Contacts or Companies, tick the box to the left of the profiles you would like to tag, click the "Tag" button on the top navigation panel, select the tag(s) you would like to add, and click "Apply"
Once you have added a tag to a profile, a "Tagged" indication appears on the profile to let you know that it has been tagged.
To see which tags are applied to a record, expand the profile.
You can also tag individual persons/companies from both the collapsed and expanded profile views by clicking on the "more actions" button.
To remove a tag, click on the "X" on a tag chip within the applicable expanded profile.
Finding Tagged Profiles
In Contact and Company Search, look for the "Tags" filter, at the very bottom of the filters list. If you select multiple tags, you will be shown any Contact or Companies which are associated with any of the selected tags.
In My Contacts and My Companies, the "Tags" filters are located at the top of the filters section.
Managing your Tags
To edit your tags, click on the "Tag" button, and click "Manage Tag List." From here, you can change the names of your tags, or delete them. Note: Deleting a tag will remove it from all associated records, and this cannot be undone.
To edit the name of a tag, click on the "pencil" icon.
To delete a tag, click on the "X" icon.
Looking for your Pro/Connect Saved Lists from ZoomInfo 1.0? These have been migrated to your 2.0 profile as Tags.
Note: Your "Pro/Connect" Saved Lists in 1.0 were migrated at the time you are granted access to 2.0, or on May 17 (whichever came later). Any subsequent lists created in 1.0 will not be migrated to Tags in 2.0. Likewise, Tags created in 2.0 will not become Saved Lists in 1.0.
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