Tags are labels attached to the Customer app. These help you to organize the customers in a personalized way. You can create multiple tags from the creation page and also update the existing ones.
For instance: If an employee wants to view all the customers with high priority, then an "App Tag" with the name "High-Value Customers" can be created.
Steps to Follow
- Log in and access Customers App from your universal navigation menu bar.
- Click on More (...) icon and select the Settings.
- On the Settings page, click on General and select the Tags.
- In Tags dashboard, you can view:
- App Tags (Available only in this app)
- Global Tags (Available globally on all apps)
- Click on Create and specify the Tag Name – Name of the tag.
- Click on “Create” to complete.
- The new App Tag will get created.