Examples of common tags
Pilot store: to identify the points of sale where you are testing something new.
Strategic customer: to spot the accounts to visit first.
Listing in progress: to track the stores where a negotiation is underway.
Tourist area: to spot the stores with seasonal activity.
How do I create a company tag?
Go to the settings
Click the gear icon at the top right of the screen.
Go to Field settings, in the System settings section.
Click Company fields.
Create the tag
Click the + button to add a new tag.
Enter the tag name.
Choose a color to make it easy to spot.
Click Save at the top right to confirm.
How do I apply a tag to a company?
From the company record
Go to Accounts, then Companies, and click the name of the point of sale.
Tags appear between the record header and the Overview. Click the small line above the Overview.
A drop-down list of the configured tags appears. Select one or more tags.
On several companies at once
On the Companies page, filter the relevant points of sale (for example by retail chain or by city).
Select them, then click Edit selection.
Choose the tag(s) to apply, then confirm.
Import tags in bulk via Excel
You can also apply tags to several companies at once using an Excel file.
Export your companies from Sidely.
In the TAG column, enter the tags you want. If a company needs several tags, separate them with commas. Example:
Pilot store, Strategic customer.Write the tags exactly as they are configured in Sidely, respecting spaces and capital letters.
Import the file into Sidely to apply the tags.
Why use company tags?
Advanced segmentation: classify your points of sale flexibly, without creating a new field for every need.
Targeted routes: filter the list or the map by tag, then save a view shared with your team.
Detailed reports: analyze your performance by group of stores.
Effective communication: your sales reps see the key points of each point of sale at a glance on the record.
FAQ
1. Can I change a tag after applying it?
Yes. You can add or remove a tag from the company record at any time, or in bulk with Edit selection.
2. What should I do if a tag does not appear in the drop-down list?
Check that the tag has been created and saved in Field settings, then Company fields.
3. How do I see which companies have a specific tag?
Use the filters on the Companies page, on the map, or in reports.
4. Do tags change the company's status or other fields?
No. Tags are independent of the other fields: they simply add a layer of segmentation.
5. Can I add tags via Excel import to companies that already exist?
Yes. Fill in the TAG column of your export, using the exact spelling of the tags, then re-import the file.