Using tags within 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, please follow the easy steps below:
- Enter your portal using your login details.
- Click the CRM link on the start page.
- Click the Settings option at the left-side panel, then choose the Other settings section and click the Tags item.
- Select the category you want to create a tag by clicking the appropriate link - Both Person & Company, Opportunities, Cases.
- Press the New Tag button.
- In the opened Create New Tag window, enter the needed tag text into the Title field and click the Save button.
The newly created tag will be added to the corresponding category.
You can add a tag to several somehow connected contacts at once. For example, if you want to add a tag to a person, you'll be offered to add it also to the related company if it's 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 don't want to see this message again, choose the Settings option, then open the Tags page and check the Do not show the Linking Contacts dialog again box.
Helpful Hints
How to delete unnecessary tags?
To delete a certain unused tag, click the 
icon next to it.
Please 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 won't be able to delete this tag any more.