Do Tags cross over between leads & contacts

Community,

Has anyone found a way to cross tags between contacts & leads?  It seems like I have to recreate tags.

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16 comments
  • Hi Casey!

    At this time you will need to create new Tags for your Contacts and your Leads. The Tags will not transfer over.

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  • I found the answer to my question, but I wish it was different.  Please add the functionality of tags on leads following along as it's converted into a contact.  Also to keep the name of the staff who originally created the lead.  Thank you.

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  • I agree wholeheartedly. There's no reason not to be able to cross over the lead tag to the opportunity tag. Saves the confusion and typing it in twice. Especially since I will be using tags to show who referred them. If they do convert to an opportunity, then that tag stays the same. 

     

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  • Hi Rebecca,

    Thanks for taking the time to suggest this. We don't have this on our roadmap; since several of our users tend to change the Tags of their Leads once converted. It's good to hear from the community about the necessity of this field.

    At this time you may want to try adding a Custom Field within your Opportunities. Once converted you can fill in the field of the staff member who created that lead.

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  •  

    I also think that being able to keep tags when converting leads to contacts is crucial. In order not to force into this feature, I'd suggest that you add tags to the "Lead Conversion Custom Field Mapping" settings. It would probably suffice to add a checkbox there saying "Keep tags", though it would also be nice to be able to basically treat lead-tags like custom fields and allow to map them into whichever contact-custom field you want. In the same vein, it would then also be possible to map lead-custom fields into contact-tags.

    (If you like this, please also vote for this comment)

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  • I agree being able to maintain the tags would reduce rework

     

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  • Great IDEA to map tags!! i agree with Cristoph hopefully it can be integrated soon

     

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  • I also wholeheartedly agree with the need to be able to keep tags as you move individuals from Contacts to Leads to Opportunities and the other way around. 

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  • I agree! It would be very helpful for us to map tags. Thank you ! 

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  • I wanted to add that I agree that mapping tags (or at least being able to maintain tags in some way) from Leads to Contacts would be such a time saver!

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  • I agree - I tag Leads as from 'XX Trade Show' and I want this tag to remain when they become Contacts. Alternatively, keep Lead Source data in contacts.

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  • Nora D. 

    Whats confusing is that whilst you say several members change the tags as they convert the leads, there are several others saying they would like to keep them. Why is it that for those who wish to change them as they import they can't simply delete the existing ones and their new ones or better yet, have a bubble option asking if you wish to keep the tags or not.

    I would like this option to keep tags on convert as i use information on location for travel, even though the place i am travelling to may have many suburbs. Without this option i am working from a couple of excel sheets and using the bulk import options and putting them in as an organisation, contacts and notes separately.

    So the majority of the time i am not even working out of the CRM itself.

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  • I also hope that the transfer of tags will be integrated soon as an option when converting leads. 

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  • Agreed, there should be an option to convert Lead tags to Contacts. As someone who has evaluated the leading CRM's for small business, Insightly's tag functionality is one if its best features. Hope this can happen soon!

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  • any update on this?

     

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