Tags are functional labels that automatically group all the accounts with similar tags. You can tag an account as follows:
- Go to Platform Configuration → Under Common Masters Column click on → 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 → Click on Save.
- If your tag exists, go back to Manage → Accounts → Click on the edit icon of the account you want to assign a tag to.
- In 'Edit Account' mention the required tag in the Tag field.
- Click on Update.