When setting up a new group or organization, you should consider exactly what information about your contacts you’d like to track. Tags are one of a couple of helpful ways to collect information from people you contact on Hustle. The following steps will show you how to create new tags.
NOTE: You must be an Org admin in order to add tags however if you're using the VAN integration as a Group admin, you can add tags when exporting a list from VAN to Hustle.
Creating New Tags
- In the right side menu select 'Tags'.
- In the Tags section of this panel, type a new tag in the empty text field, and click the 'Save' button. You can then adjust the visibility for the tags to lead profile, opt-out reason, or admin eyes only.
You're all set!