Setting Up Your Tags in Sales Assist

Once you’ve completed your segmentation exercise, defined your tagging structure, and started applying your tags in Uberflip, you’re now ready to set up your tags in Sales Assist.

In the video you will learn:

• How to set up your tagging structure in Sales Assist

To learn more about setting up your tags in Sales Assist, read the related help documentation:

• Set up and manage your Sales Assist Environment