Using tags consistently across your records makes your reporting more powerful and reliable.
Maintain your tags
Accurate reporting depends on tags being up to date and applied consistently across your records.
Review and update tags regularly to reflect changes in your business, such as new regions, products, or sales teams.
Use descriptive, consistent tag names to make filtering straightforward. For example, use 'North West' rather than 'NW' or 'north west'.
Agree on a tagging convention with your team and apply it consistently before creating reports.
Combine tags with other fields
Tags work best when used alongside other data points to refine your results.
For company-level reporting, consider combining the Tag field with fields such as:
Company name.
Delivery address.
Account owner.
This gives you more granular control over what your reports show, particularly when you need to analyse activity across related companies.
Report on child company sales activity
When tracking sales activity for child companies using account tags, it's important to understand how tags interact with orders imported from external systems.
If orders are created directly in Unleashed and imported into Prospect CRM, they are linked to the shared sales ledger rather than to a specific child company. This means tag-based filters on company records do not automatically isolate orders for a tagged child company.
To report accurately on child company activity, use one of the following approaches:
Filter by delivery address: Open the Orders report and apply a filter using the delivery address field to identify the child company's orders.
Use quotes raised in Prospect CRM: Quotes created in Prospect CRM are linked directly to the company they are raised under. The Quotes page is a reliable source for per-child company reporting and is not affected by the shared ledger limitation.
š Note: These methods apply specifically to orders imported from Unleashed.
Quotes raised natively in Prospect CRM are always tied to the company record they are created under.