ProspectVue: Filter Tags - Assign a Filter Tag to a Single Company Record

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 Filter Tag to a Single Company Record Saved in My Lists:

1 In the list of companies on the left side of your screen, click Edit Record.

2 Then use the drop-down menu to create a new filter tag or choose from existing tags.

3 Click Submit.

Learn more about the assigning filter tags in My Lists:

• Assign a New Filter Tag to a Group of Records
• Assign an Existing Filter Tag to a Group of Records

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