{"id":3288,"date":"2026-04-07T16:12:57","date_gmt":"2026-04-07T10:42:57","guid":{"rendered":"https:\/\/www.msgclub.net\/learn\/?p=3288"},"modified":"2026-04-07T16:48:06","modified_gmt":"2026-04-07T11:18:06","slug":"assign-data-via-tags","status":"publish","type":"post","link":"https:\/\/www.msgclub.net\/learn\/assign-data-via-tags.html","title":{"rendered":"Assign data via Tags"},"content":{"rendered":"\n

Assigning data using tags in CRM helps you quickly filter and distribute contact data to the sales team. It ensures that the right data reaches the right person without confusion.<\/p>\n\n\n\n

By using tags and scheduling assignments, you can organise data efficiently, track allocations, and improve follow-up processes. This method helps maintain clarity and better control over your contact database.<\/p>\n\n\n\n

Learn More<\/h2>\n\n\n\n

<\/a>Step by Step Guide<\/a><\/p>\n\n\n\n

FAQs<\/a><\/p>\n\n\n\n

Step-by-Step Guide<\/h2>\n\n\n\n

Step 1:<\/strong> Login to Admin Panel<\/a><\/strong><\/p>\n\n\n\n

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Step 2: <\/strong>On the left-hand side menu, click on User Panel.<\/strong><\/p>\n\n\n\n

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Step 3: <\/strong>Click on the Lead List View<\/strong> icon to see all the contacts.<\/p>\n\n\n\n

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Step 4: <\/strong>Click on the Search bar<\/strong>.<\/p>\n\n\n\n

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Here you can search the data through various filters<\/p>\n\n\n\n

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Step 5:<\/strong> Enter the required tag in the Select Tag field<\/strong>. <\/p>\n\n\n\n

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Note:<\/strong> Use tags available in Data upload to CRM <\/a>(Column G)<\/p>\n\n\n\n

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Step 6:<\/strong> Then click on Search<\/strong>.<\/p>\n\n\n\n

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You will see all the records related to that tag along with the total count.<\/p>\n\n\n\n

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Step 7:<\/strong> Select Unassigned<\/strong> if the data is new or select Assigned<\/strong> if the data is already assigned to someone.<\/p>\n\n\n\n

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Step 8: <\/strong>Select the contacts you want to assign and then click on the ACTION<\/strong> button.<\/p>\n\n\n\n

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Now click on Yes<\/strong> to proceed.<\/p>\n\n\n\n

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Step 9:<\/strong> Click on the Add Tag<\/strong> check box and enter a new tag with the person\u2019s name <\/p>\n\n\n\n

Example: sangeetascMP6april<\/p>\n\n\n\n

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Step 10:<\/strong> Click on Assign and Schedule Contact<\/strong>.<\/p>\n\n\n\n

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Step 11:<\/strong> Select the date and time <\/strong>to schedule unassigned leads at.<\/p>\n\n\n\n

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Also select the date and time <\/strong>to scheduled pending leads & contacts at.<\/p>\n\n\n\n

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Step 12: <\/strong>Choose the Manager<\/strong> from the dropdown (the person to whom you want to assign the data).<\/p>\n\n\n\n

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Step 13: <\/strong>Click on the Submit<\/strong> button.<\/p>\n\n\n\n

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Once you click on submit, a successful pop-up message will appear on the top.<\/p>\n\n\n\n

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The data will now be assigned and will appear on the sales manager\u2019s dashboard.<\/p>\n\n\n\n

Note: <\/strong><\/p>\n\n\n\n