tag view faq How do I View a List of Clients or Leads By Tag?

Tags are a great way to add your clients/leads into lists.  You can pull lists of clients and leads in two different ways:

 View a list of clients/leads on-screen

  1. Click the CRM menu to view a list of clients
  2. Click the Clients + Leads sub-menu
  3. When you see your list of clients, use the Tag dropdown to select a tag that you want to view

 Export a list of clients/lead by tag(s)

  1. Click the CRM menu to view a list of clients
  2. Click the Clients + Leads sub-menu
  3. Click the Export button
  4. When the export screen opens, choose the Tags you want to add to your export list
  5. Click Export to export your contact list into an excel spreadsheet
  6. Save your excel spreadsheet as a .csv file, and you'll be able to import your list of leads into many other applications (like email marketing campaign software)

 

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