You can apply a filter to the accounts index to only show accounts with specific tags.

There are 4 types of tag, Global, Source, Type and Private. There are no hard and fast rules to what each type of tag has to be used for, but the below is a useful guide:

Global (green) tags are used for generic categorisation of accounts, that don’t fit into one of the below tag types.

For example, if you are using the Type tags to indicate the industry, and the global tags to indicate the size of the business. Or you could use the global tags to indicate which of your product categories or services the account would most likely be interested in.

Source (yellow) tags are generally used to indicate where the account was sourced from, so it could be a tag that represents a marketing campaign, it could be used to indicate the staff member that generated the lead, or it could be used to indicate any other ‘source’ of accounts for the business.

Type (red) are typically used to indicate the industry the account operates in. This can be broken down further, with a tag per industry specialisation if most of your accounts operate in a similar industry.

Another way to use the type tag, instead of using an industry classification, is to indicate the size of the business. Or you might also use the type tag to indicate both industry and business size, in which case accounts would likely have 2 type tags.

Private (blue) tags are a little different to the other types of tag, as they are only viewable (and filterable) by the person who added that tag.

On the Accounts Index, certain users have permissions to Bulk Attach or Bulk Detach Tags from a collection of Accounts. Using this function will attach or detatch the selected tags from all accounts in the current index (taking into account any filters that are currently applied).