Utilizing the potential of a successful Customer Relationship Management (CRM) platform such as HubSpot can greatly improve your company’s overall efficiency. A useful feature for enhancing your marketing and sales techniques is the option to tag contacts. Tagging contacts allows you to categorize and group them according to specific factors such as their interests, behaviors, and others. Follow this step-by-step tutorial to learn how to tag contacts in HubSpot.
Step 1: Navigate to contacts
From your HubSpot dashboard, navigate to your contacts by going to Contacts > Contacts.
Step 2: Select a contact
Select the contact you want to tag by clicking on their name.
Step 3: Add a tag
On the contact’s profile, you’ll see a field named Add a tag. Click on this field to add a tag to your contact. You can add as many tags as necessary. After you have typed the tag, press enter to save it.
Step 4: Save Contacts
It’s important not to forget this step, because if you don’t save your modifications, they won’t be applied. To save, simply click on the Save button at the top right of your screen.
Utilizing HubSpot’s Tag Feature
Tagging contacts in HubSpot can help you categorize and identify contacts based on any criteria you choose, such as where you met, what products they’re interested in, or how they’ve interacted with your company.
By properly categorizing your contacts, you can send more targeted, personalized communications. This can lead to higher engagement, more conversions, and ultimately, more sales.
However, remember that tagging is just one feature of HubSpot’s powerful CRM. Make sure to explore all the tools available to you in this platform to best leverage its capabilities for your business.
Happy HubSpotting!
