Filtering by Tags
You can use filter by tags to search your deals/contacts easily. When you select multiple tags all the deals/contacts associated with those tags will be filtered.
Filtering deals
- Navigate to CRM
- Click on All tags filter on top right
- Select the tags
- Click on Done
Filtering persons/organisations
- Navigate to CRM
- Click on Contacts in the Navigation bar
- Click on All tags
- Select the tags
- Click on Done