Managing Group Tags within Contacts CRM

In this article we'll discuss how to manage your customizable group tags from within the settings option of Contacts CRM as well as the relevance of utilizing both Industry Roles and Group tags.

Overview

While the options within Contacts CRM allows users to manage the Industry Roles that can be added to each contact, users may also want to manage groups of contacts by adding a specific tag to their record. An example of this is when a contact may have an Industry Role of Insurance Agent, but also may be a Buyer.

By adding an Industry Role of Insurance Agent to the contact's record you know what they formally do, but by also tagging them as a Buyer, you know they may potentially interested in a park you are selling.

This type of grouping can be especially valuable while using our built-in Zapier Integration to feed records to your email campaign app.

Instructions

To manage your customized Group Tags within Contacts CRM solution, please perform the following steps.

1. Login to your MHParks.com account. 
2. In your Dashboard, click Contacts CRM from the left menu.
3. Within the main page of Contacts CRM, click the blue Settings button located at the top right of the page.
4. From within the list of Settings options click Manage Group Tags.
5. Within the Manage Group Tags slider, enter the Tag Name and Description.
6. Click the Add button once it becomes active.

After adding a Group Tag to your list, it will become available within the Group Tags tab for both new and existing contacts.

For any questions that you may still have about this, or any other topic in MHParks.com, please contact our Support Team by emailing us at support@mhparks.com.