Using tags in the CRM module
Add tags to your contacts, opportunities, and cases to classify, group, describe them, and facilitate the search process in this way. Read the instructions below to learn how to manage existing tags and create new ones.
Adding new tags
To add a new tag, follow the steps below:
- Sign in to your portal using your login details.
- Click the CRM link on the start page.
- Click the Settings option in the left-side panel, then select the Other settings section and click the Tags item.
- Select the category you want to create a tag for by clicking the appropriate link: Both Person & Company, Opportunities, or Cases.
- Click New Tag.
- In the Create New Tag window that opens, enter the tag text you need into the Title field and click Save.
The newly created tag will be added to the corresponding category.
You can add a tag to multiple connected contacts at once. For example, if you want to add a tag to a person, you will be offered to add it also to the related company if it is represented in your contact list. You can apply this function by clicking the appropriate button, or, if you are not likely to use it and do not want to see this message again, select the Settings option, then open the Tags page and select the Do not show the Linking Contacts dialog again checkbox.
Additional Information
Deleting unnecessary tags
To delete an unused tag, click the 
icon next to it.
Bear in mind that you can delete a tag only if there are no contacts, opportunities, or cases marked with it. Once a tag has been added to a CRM element, you will not be able to delete this tag anymore.