ProspectVue: Filter Tags - Assign a New Filter Tag to a Group of Records

A filter tag is a label (or name) you assign to a company record or list of company records when importing (saving) the records into My Lists. The filter tags you create will help to easily identify the selected records in the future.

 

Assign a New Filter Tag to a Group of Records:

1 First, import (or save) your list into My Lists. (Step-by-step instructions are here.)

2 Click Assign Filter.

3 Use the drop-down menu and select Edit Filter Tags: Assign, Create, Edit, Remove.

4 Click Go to proceed.

5 Enter a detailed, descriptive name for your filtered list.

6 Click Submit to proceed.

7 Note your newly created filter tag in the list.

8 Click Close.

9 Select the new filter tag from the drop-down menu.

10 Click Select/Unselect All to be sure all companies are selected. 

Click Go.

Learn more about the assigning filter tags in My Lists:

• Assign an Existing Filter Tag to a Group of Records
• Assign a Filter Tag to Single Company Record

For more detailed information, review these advanced step-by-step user guides: Assign a Filter Tag to an Unassigned Record | Assign Multiple Filter Tags to a Record | Edit Filter Tags | Remove Filter Tags