To add a new Tag, navigate to Setup > Operations > Tags.
The Tags list will be displayed. Click on the Add Tag button located at the upper left of the page.
The Add Tag form will be displayed.
Data Entry Fields
- Entity - Make a selection from the drop-down list. This determines whether the Tag may be used when creating a Task or a Sales Lead.
- Tag Name - Enter a name for the Tag.
When finished, click on the Save button located at the bottom of the form.