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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:


  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.

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