How to tag a prospect

How to use the tagging feature to group and organize your prospects

Meghann Quirante avatar
Written by Meghann Quirante
Updated over a week ago

Digsy AI's tagging feature is both simple and powerful. You can add as many custom tags as you want.

To add a tag to a Prospect Profile

Click the "+" button next to the tag icon.

Add your custom tag and hit enter.

NOTE: You can add multiple tags to each prospect's profile.

To search for prospects containing a specific tag

Click on the "SEARCH" button on your Digsy AI dashboard.

Click on the "TAGS" drop down menu.

Select the specific tag you're searching for.

Click the "Search" button.

and voilà - You'll see a list of every prospect containing that tag!

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