Tags
Tags help you categorise and segment customers and deals.
- Sales and customer teams
- Updated
In this guide
18.1 Managing Tags
- Go to Sidebar > Settings > Tags
- View, create, edit, or delete tags
18.2 Assigning Tags
- Go to a customer or deal profile
- Click Add Tag
- Select existing tags or create new ones
- Tags appear as badges on the record
18.3 Filtering by Tags
Use tags as filters on the customer and deal list pages to segment your data.