Why is this important?
Tagging team users enables you to filter down your data when it comes to reports, and to organize your team members depending on their role and other identifiers.
You can add tags to team users so that you can group them together depending on various attributes. Examples include:
- Role: Sales Manager
- Role: Marketing Assistant
- Vertical: Education
- Sector: Health
- Region: Europe
- Country: India
How to Add Tags to a Team User
When you invite a team member in to Receptive, you have the option to add tags at that point.
To add tags to an already existing team user, you should find them by searching for their name, or by going to Settings > Manage Team and then finding them in the list.
Once you're on their profile, you can add or edit tags for that user.
Be sure to click on "Save Changes" at the bottom of the page.
How to Use Team User Tags in Reports
If you want to focus on particular team members when it comes to Receptive's reporting, then tags help you to do that.
Select "Reports" from the left-hand navigation.
Then select the "Internal SmartList" from the predefined reports on the right-hand side. Click "Advanced" and scroll down to "User Filters".
You can then add different filters to the report, depending on what you need to know. If, for example, you wanted to focus on what your Sales managers wanted, then you could add a filter to narrow down your data.