Tagging

Overview


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.



Creating Tags

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. 

save image

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.



Tagging Contacts/Companies

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"

save image


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.

save image


To see which tags are applied to a record, expand the profile.

save image


You can also tag individual persons/companies from both the collapsed and expanded profile views by clicking on the "more actions" button.

save image


To remove a tag, click on the "X" on a tag chip within the applicable expanded profile. 

save image



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.

save image


In My Contacts and My Companies, the "Tags" filters are located at the top of the filters section.

save image



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.

save image

To edit the name of a tag, click on the "pencil" icon.

To delete a tag, click on the "X" icon.

save image



Pro/Connect Lists

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.

save image



Was this article helpful?

Can’t find what you’re looking for?

Contact our award-winning customer care team.