Reviewing source tag counts

If you are tracking customer source tags you can get a count of how many members you have per tag. You can also then load all tagged members of a certain tag in the Data Entry window.

  1. In the Data Entry main window click Manage and select Tags to open Manage Tags window.
  2. Click the Manage Existing Tags tab.
  3. Here you can see the count for each source. You can narrow this down by date range if you wish.
  4. Select a source and click the Load Customers to add that list of customers to the Data Entry list.
  5. Click Close to finish.

 

 

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