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Assign tags to a client

Created on  | Last modified on 

Summary

How to assign tags in Client Management.

Description

Tags can be used in Client Management to help organise your clients and prospects.

Resolution

There are two ways to assign tags to a client:

Assign a tag from the client and prospect list

  1. Click Actions next to your client's name on the client and prospect list.
  2. Click Assign tags.
  3. Select the required tags from the Assign tags list.
    Tag list to assign tags to client
  4. Click Save.

 Assign a tag from the client record

  1. Open your client's record.
  2. Click Client actions then Assign tags.
  3. Tick the required tags.
  4. Click Save.