How to Create Tags

The CRM module’s Tags feature facilitates finding and searching through the records that are set up there. To use this functionality, choose the Tags menu from the Configuration tab’s dropdown list.

Here are all of the pre-configured tags. Simply click on each tag to make the necessary changes to the name or related color. In order to add a new tag to this list, click the Create button.

Give the new tag a name and choose its color in the area that is indicated above. Once these details have been added, select “Save.”