Add a Tag

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.

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