Learn how to organize and manage your data using Yess Tags.

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What Are Tags?

Tags are a powerful way to organize and categorize your leads, accounts, sequences, and sequence templates for better management and targeted outreach. They function as dynamic labels that help you segment your data based on any criteria - whether it’s industry, campaign focus, status, or custom categories that match your workflow.

Tags Overview

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Key Features

Flexible Organization

  • Add multiple tags to any item
  • Dynamic tag updates
  • Bulk tag management

Action Support

  • Add entire tagged groups to sequences
  • Batch operations on tagged items
  • Tag-based analytics

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Managing Tags

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Creating Tags

You can create tags in several ways:
  • While viewing items in their respective tables
  • During lead upload

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Adding Tags to Items

Tags can be added through:
  • From the details page of leads, accounts, sequences, or templates
  • Multi-select in any table, and clicking “Add Tag”
An item can have multiple tags simultaneously, giving you maximum flexibility in how you organize your work.

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Tag Operations

Tags support various operations to help streamline your workflow:

Basic Operations

  • Create new tags
  • Edit tag names from any details page

Item Management

  • Add/remove tags from details pages
  • Move items between tags from details pages
  • Bulk tag updates from tables

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Best Practice Guides

Add tags to items

How to use tags effectively

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Future Capabilities

Tags are designed to support upcoming features including:
  • Approval workflows for tag-based operations
  • Advanced filtering and segmentation
  • Automated tag management based on rules
  • Enhanced team collaboration features