Crear y administrar categorías de etiquetas


Utilice categorías de etiquetas para organizar sus etiquetas. Puede utilizar categorías de etiquetas para aplicar o eliminar un grupo completo de etiquetas como parte de una acción de automatización (por ejemplo, para eliminar todas las etiquetas relacionadas con la pertenencia cuando un cliente cancela una suscripción).

Nombre de categoría de etiqueta de ejemplo:
 - Clientes
 - Perspectivas
 - Miembros
 - Eventos

Instrucciones paso a paso

1 - Ir a CRM> Configuración

2 - Haga clic en Categorías de etiquetas en el menú de configuración.

3 - Haga clic en el botón Añadir categoría de etiqueta.
Nota: También puede crear una nueva categoría de etiqueta "al vuelo" al agregar una nueva etiqueta.

4 - Introduzca el nombre y la descripción de la categoría y haga clic en el botón Guardar.

5 - (Opcional) Haga clic en Eliminar para eliminar la categoría de la etiqueta de forma permanente.

6 - Para asignar una etiqueta a una categoría de etiqueta diferente, busque la etiqueta y cambie el menú desplegable Categoría de etiqueta.



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