A contact tag is a label within a contacts profile, identifying that they fit a certain category, group, bucket or funnel.

A tag in ActivePipe may be added:

• Automatically, as part of contact integration. Each integrated category creates a tag against the relevant contact in ActivePipe.
• Manually within a contacts profile.
• As part of the CSV upload process, when adding a Custom Field.
• As a result of a system identified, or survey response driven Intent (e.g: Investor)*

You can see a contacts tags by navigating to the Contacts menu, and then:

• Click on the Contact List tab.
• Search for a contact by clicking on the magnifying glass icon found top right of screen.
• Click on the relevant contact to go into their Contact Profile
• Scroll down on the Information tab to locate the Tags section (1)
• Here you will see all tags currently allocated to this contact.

Note - Intent tags are not shown here, but will be shown under the Intent section (2) for applicable users* 

* Intent is not available to all ActivePipe users. If you wish to discuss adding this valuable functionality to your account, speak to your account manager or contact support@activepipe.com