CRM Tags

A Tag is a way of categorizing a deal by type, represented by a colour and term. 

Typically many people use Tags as a way to filter deals/persons/organisations. You can also add an unlimited number of tags to a deal/persons/organisations. This way, it’s easy to do advanced searches and filter them just the way you like.

All the tags in CRM are universal, means, a tag created in a deal can be used in some other deals and contacts also.

Let's see how to add tags to deals, persons and organisations and use them to filter.

Adding tags to a deal

1. Navigate to CRM
2. Select a deal
3. Scroll down to tags in section left side
4. Click on Tags
5. Enter the name of the tag and select a colour
6. Click on Create

A tag will be created and added to that deal. In a similar way, you can create more tags.

Adding tags to a contact

You can add tags to persons and organisation from contacts page and person's profile page.

From Contacts page in CRM

1. Navigate to CRM
2. Click on Contacts in the Navigation bar
3. Click on People/Organisation
4. Then click on Tags 
5. Click on Create a new tag
6. Enter the name of the tag and select a colour
7. Click on Create

From a Contact's profile page 

1. Navigate to CRM
2. Click on Contacts in the Navigation bar
3. Select a Person or an Organisation
4. In profile page, Click on tags right below the name
5. Enter the name of the tag and select a colour
6. Click on Create