Creating and Managing User Tags
Unique tags can be created from the back office and applied to your user's CRM, allowing you to filter with the tags and update their user accounts in real time. Color coding makes it easy to understand the client's status at a glance.
How To Create Tags
To Create tags, Click on "Users" and then Tools "Tags".
Click on "Add New", create a name, choose a color and "Submit". Your tag will be created and now you can choose whether to enable it or not by selecting enable "Yes/No" from the menu. This action will affect the future function and not previous tags.
Apply your tags to users
Tags can be applied to user or removed from users through the "All leads" reports by selecting the leads you want to tag, right clicking your mouse and selecting "Tag/Untag" from the dropdown menu. Multiple tags may be added per user. Remember that this action is permission based.
Tags can be viewed from the "Basic Info" tab in the user's CRM.
Filter by Tags
Tags can be filtered using the side filters panel on the left hand side of the CRM or the "Tags" filter in the filter headings.
