Reference
Tags
Learn how to organize and manage your data using Yess Tags.
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
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
Managing Tags
Creating Tags
You can create tags in several ways:
- While viewing items in their respective tables
- During lead upload
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.
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
Best Practice Guides
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