What’s the difference between creating a tag and saving a filter?

Tags and filters both help you organize and revisit segments, but they work differently:

Filters (Dynamic)

• Filters pull up results based on live, current data.

• If you save a filter, you can rerun it anytime—but the results may change as data updates (e.g., new menus, openings, closings).

• Best for tracking sales segments, territories, and criteria-based workflows.

Tags (Static)

• Tags are tied directly to the company or location and persist over time.

• If menus or data change, the tag remains, allowing you to revisit the same list.

• Useful for tracking changes over time or building fixed lists.

Example Use Cases

• Track new opportunities: Tag all restaurants with “pizza” in March 2025. In April, run the same filter and add “Tag: No Tag” to identify newly listed pizza restaurants.

• Sales territories: Save filters by region, concept type, or segment to organize your territory view without manually reselecting criteria.

Use filters when you want flexible, up-to-date views. Use tags when you want to preserve a snapshot or compare past and present data.