How to Use Tags in Insightly

Insightly is a cloud-based customer relationship management (CRM) platform designed for small and medium-sized businesses. It helps manage contacts, tasks, projects, and sales pipelines efficiently.

With features like email integration and customizable opportunities dashboard, it streamlines workflows, fosters collaboration, and enhances customer relationships for businesses across various industries. Among many features that you can use in Insightly CRM, Tags can be used differently in multiple ways.

Adding Tags in Insightly Customer Relationship Management Tool

Tags are a simple way to label or group contacts, emails, leads, opportunities, organizations, and projects in Insightly. You can use tags to label and group your records. When you enter a tag to any record for the first time, it gets created.

So you do not have to maintain a separate list of tags. If no record is using a tag, it no longer exists. Let’s learn about the ways to add tags in Insightly CRM. 

Step 1

In the Insightly CRM, navigate to the record you want to tag, such as contact, organization, or opportunity.

Step 2

Click on the tags icon to use the Add Tags option in the Insightly CRM window. In the Tags field, type in the name of the tag. You can create new tags or select from existing ones.

Step 3

Click on the Save button to save the changes in Insightly CRM software.

Tips & Tricks to Use Insightly CRM Efficiently

Here are some tips and tricks that you may consider while using tags. 

Perform Bulk Actions

Small business firms can perform bulk actions on records based on tags in Insightly CRM. For example, you can select multiple records with the same tag and perform actions like assigning them to sales teams, updating the status of sales opportunities, or adding additional tags.

Search and Filter Records

Use tags to quickly find records by filtering them based on specific tags. This can help you locate a record or custom field more efficiently in your sales pipeline. In the search or filter options, select the tag(s) you want to filter by, and Insightly CRM will display only the records that match those tags.

Track Performance

Sales teams can use tags to analyze data in Insightly CRM. You can create reports based on specific tags to track trends, measure performance, create email templates, schedule emails, or gain insights into your business activities. It also helps small business teams in contact management and marketing automation.

Utilize Tagging System

In your customer relationship management tool, establish a consistent tagging system across your organization to ensure that each team member understands how tags are used. Managing your customer data is important to maintain consistency in data organization.

Select the Right Product

Insightly products include Insightly CRM, Insightly Marketing, Insightly Service, and Insightly App Connect. Companies can select an appropriate product and plan based on particular business needs, such as workflow automation, contact management, task management, etc.

Review and Update Tags

Marketing teams must regularly review their tags to ensure they are still relevant and meaningful. Over time, the company’s priorities may change, and you may need to update your tagging system accordingly for better task management.

Wrapping Up

By effectively using tags in Insightly CRM, customers can better organize data and segment custom fields. In addition, you can manage all your contacts, streamline workflows, and improve overall productivity and efficiency in managing your customer relationships and business operations.

Users can download the free version to access the features and functions of Insightly CRM without any investment. However, you can buy the paid versions of products Insightly offers. Keep in mind that the paid versions are billed annually.