How to Create and Apply Tags

Video Tutorial

[click here]

Step 1: Create a New Tag

1. Navigate to the Tags section.

2. Click Add New Tag.

3. Enter a name for the tag.

4. Save your changes.

Step 2: Add a New Contact

1. Go to the Contacts section.

2. Click Add Contact.

3. Enter the contact's information, such as name, email, and phone number.

4. Click Save.

Step 3: Create a New Company

1. Navigate to the Companies section.

2. Click Add Company.

3. Enter the company details.

4. Click Save to create the company record.

or simply type in Company Name, then click Confirm

Step 4: Apply a Tag

1. Open the contact or company record.

2. Locate the Tags field.

3. Select an existing tag or search for the tag you created.

4. Save your changes.

Once applied, tags can be used to organize records and make them easier to find using filters and search tools.