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

  1. Navigate to CRM
  2. Click on All tags filter on top right
  3. Select the tags
  4. Click on Done

Filtering persons/organisations

  1. Navigate to CRM
  2. Click on Contacts in the Navigation bar
  3. Click on All tags
  4. Select the tags
  5. Click on Done

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