Reference Guide Table
| Tag | Use It For |
|---|---|
| Prospect | Someone you've connected with but haven't shown product to yet |
| Customer | Someone who has purchased AKL products |
| Past Demo | Someone you've shown the product to who hasn't purchased yet |
| Referral | Someone referred to you by an existing customer |
Tags let you group your contacts so you can find them quickly and communicate with the right people at the right time. Your account comes with four pre-built tags.
To add a tag to a contact: 1. Open the contact's record 2. Click the **Tags** field 3. Type or select the tag you want to add 4. Click **Save**
To find all contacts with a specific tag: 1. Go to **Contacts** 2. Use the **Filter** option 3. Filter by tag to see everyone in that group
**Pro Tip:** Keep your tags current. A *Prospect* who attends a demo should be updated to *Past Demo* right after. A *Past Demo* who buys should become a *Customer*. Clean tags make your follow-ups much more effective!
Related Starter Guides
Have Questions?
If you have questions about upgrading your account or need assistance with your Starter setup, contact your account administrator.
Visit Main Website