Manage Tags

Create tags to filter out similar accounts, prospects, opportunities, and sequences.
Written by Upscale
Updated 10 months ago

Tags help in highlighting specific details for a record. They make it easy to filter and locate similar records with the same tag. It improves organisation-wide segmentation. 

To create tags you need to 

  • Go to Settings > Organisation 
  • Scroll to Manage Tags
  • Click on Create Tag 
  • Enter the tag > click on Save to create the tag

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