Add Tags on the Import
There are two ways to add tags during the import process:
- Add a column to the CSV file, label it "Tags" and map the Tags columns to the Tags field in Outreach
- Add multiple tags by separating them by commas in the Tags column
Add Tags within Outreach
In the Prospects menu section, you can select your prospects and add or remove tags by selecting the tag icon towards the top of the screen.
You can add multiple tags in a single cell by separating them with a comma. After you have finished importing the list, you will see blue hyperlinks next to the prospects names; these are the tags you have created.
You can now click on the hyperlink to filter by that tag or use the prospect search bar and type in tag:"Agriculture" to filter all of the prospects with "Agriculture" as a tag. You can also search AND and OR statements, for example - tag:"Agriculture" AND tag:"NY" - This will result in all of the NY prospects in the Agriculture industry.