Skip to main content

Managing and Organizing Target Account Lists

Lauren Hayes avatar
Written by Lauren Hayes
Updated over 3 months ago

🧭 Why Tagging & Account Lists?

Keyplay is your source of truth for account selection and tags are the key to unlocking its full power.

Tagging makes it easy to segment, organize, and manage your target account lists with clarity and flexibility. Whether you're grouping accounts by GTM motion, lifecycle stage, or campaign focus, tags help you stay organized and take precise, meaningful action, especially when paired with AI Agents and other automation.

In short: better tagging = smarter execution.

Video Overview

You now have access to a dedicated screen for viewing and managing tags as well as the associated account lists. Simply navigate to "Account Lists" under the Accounts tab at the top of your screen. This centralized interface enables you to take direct actions—such as running AI Agents—without switching contexts, saving you time and effort. See the available actions below

Available Actions

✏️ Renaming Tags

You can now rename existing tags. This allows you to better align tag names with your categorization strategies and maintain clarity across your account data.


🗑 Full Tag Deletion

You can now permanently delete tags, and in doing so, automatically untag all accounts associated with them. This is especially helpful for cleaning up outdated or unused tags and keeping your workspace organized.


🚮 Bulk Tag Removal from Accounts

Need to remove a tag from just a portion of tagged accounts? Now you can! This feature lets you bulk remove a tag from selected accounts without deleting the tag itself. Just filter the relevant accounts and apply the bulk action to streamline your cleanup process.


🤖 AI Integration with Tags

You can also enrich your tagged accounts with AI agents directly, making it easy to get the data you need for your specific account lists.


Did this answer your question?