Tags
A tag is your team's shared marker on a company: met at a trade show, partner, phone only. You find your tags in the left-hand menu, under Dizzlets, each with the number of companies that carry it. You can add or remove a tag by hand on the company's record, or Apex does it: on one company straight away, on many companies at once after you approve the card. Apex also filters by tags: which companies have a tag and which do not, when it was added and who added it. The managing director and the company's Administrators can rename and delete tags. Tags are available on every plan, Free included.
One question about tags and one round of tagging many companies at once. Apex opens your tags, and once the card is approved, it adds the new tag to many companies in one go.
Your tags at a glance
Apex shows you which tags you have and how many companies each one has.
- What happens
- Apex opens your tags: for every tag you see how many companies carry it and when it was last added. Click a tag to open its companies too.
- Where it shows
- On the right, in the Tags panel. You find the same panel in the left-hand menu, under Dizzlets.
The counts cover the companies you see in Dizzlets.
Filtering by tags
Apex also filters by several tags at once: has any or all of them, has none of them, when a tag was added and who added it. You can add other conditions next to the tags, such as the owner, a campaign or the level of interest.
- What happens
- Apex picks the companies that have both tags but not the third, and tells you how many it found.
- Where it shows
- The count in the chat, the companies on the right. In one step you can tag the results or create a task for them.
Apex tells you when won or lost companies are among the results, or when it left such companies out, and includes or removes them on request. If it cannot find a tag, it names the existing ones and asks which one you meant.
- What happens
- Apex picks the companies that got the tag in that period. If you also name a colleague, it only looks at what they tagged.
- Where it shows
- The count in the chat, the companies on the right.
Tagging many companies at once
In one sentence you say which companies should get the tag, and Apex shows you on a card how many companies that is, then adds the tag to all of them once you approve. On a single company it adds the tag straight away, without a card.
- What happens
- Apex picks the companies that match, and the card shows how many companies will get the tag. If the tag does not exist yet, the card says a new tag will be created. Once you approve, every company gets it.
- Where it shows
- In the chat, on the approval card. Afterwards the Tags panel shows, next to the tag, how many companies have it.
Apex removes a tag from many companies at once the same way. If the old tags should come off too, say so: Apex removes them, and only the new tag stays.
Renaming and deleting
Your whole team shares the same tags: rename one and it shows under the new name on every company, delete one and it comes off every company.
- What happens
- Apex first tells you how many companies carry the tag, and only renames it once you approve. It saves the new name exactly as you wrote it.
- Where it shows
- In the chat. In the Tags panel and on every record, the tag already shows under its new name.
Tags can be renamed and deleted by the Superuser and the company's Administrators. Deleting works the same way: Apex first tells you how many companies the tag will come off.
Callable companies and saved filters
Apex can also filter by whether a company has a phone number, email address or postal address. This way you can tag the callable companies in advance and hand them over to a colleague. Every filter is saved under Filters in the left-hand menu.
- What happens
- Apex selects the companies that have a phone number: on the company's record or with an added contact person. On the right, each company's row shows whether it has a phone number, email address and postal address. When tagging, the approval card tells you how many companies get the tag and how many were left out.
- Where it shows
- The count in the chat, the companies on the right, and the approval card when tagging. The phone number and the address are shown on each company's record.
For the companies left out, Apex tells you what they have instead, for example an email address, so you can write them a letter. Calls also happen in Trendizz: you see the phone number on the company's record.
- What happens
- Apex proposes the handover on an approval card: a shared tag if you ask for one, and one call task per company for the colleague, with the deadline you gave. After your approval, the colleague receives them under Tasks.
- Where it shows
- In the chat, on the approval card. The colleague finds them under their own Tasks, each task pointing to its own company.
The colleague making the calls needs their own user, with Apex Start or a larger plan: they see the companies and the phone numbers in their own account, and log the call there.
- What happens
- Apex saves every filter under Filters, for you only. When you open one, its conditions run again, so you always see today's state. If a condition no longer exists, for example the tag was deleted, the filter runs without it, and Apex tells you what was left out.
- Where it shows
- In the left-hand menu, under Dizzlets, next to Tags, under Filters, with the most recently opened first. You can delete one from the row's menu.
Good to know
The decision is always yours
Wherever approval is needed, Apex shows the card, and only carries it out after you click.
It only works from what it has
Apex tells you what's on the record and in the correspondence. If there's no data on something, it says so.
Another team's company
If another team within your company is working with a company, Apex flags it as taken, and doesn't say who's handling it.
In your own words
You can write to Apex in your own words. The example prompts work verbatim too, but it understands your own phrasing just as well.
Try it free.
Ask Apex. It answers in your own account, tailored to your company.