Quick summary
This tutorial shows how to create a new tag in Insightly CRM by editing an existing contact record and assigning a custom tag for improved contact segmentation. The process takes under a minute and helps teams organize contacts for more targeted outreach and campaigns.
Steps
- Navigate to the Contacts section to access your customer database.
- Click and open an existing contact record.
- Click the edit icon to access the contact's tag management features and improve categorization.
- Review the current tag information for the contact to understand their existing segmentation.
- Enter the tag field to assign a more relevant categorization.
- Apply the new tag to properly categorize the contact for targeted campaigns.
- Click Save to confirm your changes and update the contact's classification in your database.
- Confirm the Contact Updated Successfully notification — the contact is now properly tagged for better segmentation and targeting.
