How to use LinkedIn for CRM: Tags

LinkedIn has a little known feature that allows you to keep track of your connections giving you a set of rich data options so you can manage. Here we look at the power of categorising your connections using the tags feature.

imageYou can categorise your connections using up to 200 tags that you define. These tags are hidden from your connections so you can use names that are relevant to you.

To get to your tags select Connections under the contact menu. This brings up your list of contacts.

You can organise your connections by Tags, Last Name, Company, location, Industry or by Recent Activity. Recent activity highlights your new connections which are useful for updating your CRM information.image

Select Manage next to the Tags link when collapsed you can see all of the LinkedIn defined and user defined tags.

You can add and delete your own tags to the list.

If someone has asked to be connected to you on LinkedIn and has stated on the request that they are a friend, then they will be listed under the ‘friend’ tag. 

Colleagues, classmates and partners are populated in this way too.

 

If you want to add a connection to a specific tag, select the person you want to tag and click on Edit Tags:

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You then have the option to add your own defined taqs and edit the list of tags for that connection.

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Your list of tags makes your connections easier to manage when you are organising your contacts. From my list on the left, I can email all 8 of my connections at Menta to talk to them about a local event that they may be interested in.

I can ask questions of a specific subset of connections by emailing my own user defined groups and connect with a few on my contacts at a time.

In addition to location based searching, Tagging is a powerful way of sorting and organising the connections you have. If you have not used tags from the start, use your new connections, under the Recent Activity link to tag your recent connections.

Managing your contacts in this way will make LinkedIn much more relevant to you and help you manage and organise your contacts much more effectively.

Eileen is a social media strategist and consultant at Amastra, a columnist at ZDNet and author of Working The Crowd: Social Media Marketing for Business. Contact Eileen to find out how she can elevate your brand and help your business become more social.