PipelineDeals Help Center
Person tags allow you to associate one or more keywords or phrases to your people. You can use tags to indicate club membership (Rotary Club, Chamber of Commerce, etc.), industry (Retail, Manufacturing, etc.), attendance at events (Trade Show 2016, Speaker Event May 2015, etc.), even hobbies and interests (Hockey Fan, Animal Lover, etc.). The possibilities are limitless, because there is no limit to how many tags you can apply to a person. Tags make it very easy to sort and filter your list of people into categories that are relevant to you.
Managing your person tags from the Person Tags menu is very straightforward. The list is in alphabetical order by the name of the tag (1). You can edit or delete existing tags using the icons on the right (2). Click the edit icon on the left, which is shaped like a pencil and paper, to edit the name of a tag. Click on the delete icon on the right, which is shaped like a trash can, to delete a tag from your system.
Add new tags by clicking the "Add a new person tag" button (3) towards the bottom.