How to create a Tag?

The Tag allows you to identify your client, lead, or project according to group identifications that you prefer to filter later. As an example, if you have ten types of clients or projects depending on their sector of activity, or their specific needs, you can create a Tag for them and then, better identify them.  In other words, it allows you to segment your database to make it easier to manage. You can find the tag in almost every form.

In the lead form:

Tag ang lead

In the project form

Tag ang project 1

In the ticket form:

Tag ang ticket 4

In the task form:

Tag ang task 2

To set the Tag, go directly to Setup -> Settings -> Tag

Tag ang config 3

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