Assign tags to a client

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.

Solution Properties

Solution ID
240306145901357
Last Modified Date
Wed Nov 06 13:17:56 UTC 2024
Views
0