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:

Procedure:

1. 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. 
2. If not, create a new tag by clicking on the Add Tag button and fill in the name and description → Click on Save.
3. If your tag exists, go back to Manage → Accounts → Click on the edit icon of the account you want to assign a tag to.
4. In 'Edit Account' mention the required tag in the Tag field.
5. Click on Update.