Admins can manage all tags in the account. Users can only manage their own tags, but can view and use tags created by others.
Tagging is available only when using the Lusha Prospecting platform.
Adding tags from a Contact Table
You can tag contacts directly from a Contact Table, but only after the contacts have been saved to a table.1
Open a contact table
Go to Contact Tables and open a table.
2
Select contacts
Select the contacts you want to tag.
3
Click Tag
Click Tag in the action bar.
4
Choose or create tags and apply
Choose or create tags, then click Apply.
Adding tags in Lusha Search
1
Reveal the contacts
Go to Prospect Search and reveal the contacts you want to tag.
2
Select contacts
Select the contacts (up to 150 at once), then click Tags in the action bar.
3
Choose or create a tag
Choose an existing tag or type a new name and click Create tag.
4
Apply the tag
Click Apply.
Adding tags from the Lusha extension
1
Reveal a contact
Open the extension and reveal a contact.
2
Click + Add tags
Click + Add tags.
3
Choose or create a tag and apply
Choose an existing tag or create a new one, then click Apply.
Filtering contacts by tag
Go to your All Contacts table or any contact table, click the Tags filter, and select the tags you want. The table updates automatically.Exporting tags to your CRM
To sync tags to your CRM, go to your integration’s Field Mapping settings and map the Contact Tags (String) field in Lusha to a corresponding string field in your CRM. Tags will then export automatically with the contact’s data.Managing tags
Go to the Tag Management tab in your account settings to create, edit, or delete tags for your entire account.You’re all set - tags help you stay organised and find the right contacts faster.