CRM (Basic): Create & Apply Tags

Two to three words long and color-coded for quick recognition, tags help you filter your client accounts, contacts, time entries, and tasks. They provide details about an item and make it easy to locate similar ones with the same tag. You can apply them either manually or via pipeline automations.

Two to three words long and color-coded for quick recognition, tags help you filter your client accounts, contacts, time entries, and tasks. They provide details about an item and make it easy to locate similar ones with the same tag. You can apply them either manually or via pipeline automations.