Vital CRM
How can I filter two tags simultaneously in insight analysis?
In the insight analysis tabs, such as customer profile analysis, company profile analysis, consumption analysis, and tag analysis, you can utilize advanced filters to perform tag filtering for multiple tags at the same time.
To do this, follow these steps:
1. Go to the insight analysis page.2. Expand the filter options on the right-hand side.
3. Locate the "Filter Tag" field and enter the tags you want to filter for.
For example, if you want to filter customers who have both the "Network Access" and "Potential Customer" tags, enter these tags in the filter. The system will then generate a report showing customers who have both of these tags applied to them.
Note: If there are tags with similar names, such as "success" and "unsuccessful," it is recommended to use single quotation marks when querying to avoid confusion with tags that contain common words. For example, you can search for 'success' to specifically filter the tag named "success."
By using the advanced filtering feature in insight analysis, you can effectively find customers with multiple tags simultaneously.
https://faq.vitalyun.com/EN/CRM#4458