Assigning Tags to an account
Tags are functional labels that automatically group all the accounts with similar tags. You can tag an account as follows:
- Go to Configuration → Tags. Check whether the tag you want to assign already exists in the displayed list.
- If not, create a new tag by clicking on the Add Tag button and fill in the name and description. Tick the Active checkbox → Click Update.
- If your tag exists, go back to Manage → Accounts → Click on the action button of the account you want to assign a tag to → Manage Account.
- In 'Edit Account' mention the required tag in the Tag field.
- Click on Update.