How do I create tags in the Territory Management App?

Updated on August 8, 2020 04:19AM by Admin

There are two types of tags available in the Territory Management App.

    • App Tag - These tags are accessible only in the Territory Management App.
    • Global Tag - These tags are available across all applications in Apptivo.
  • Click on the “More” icon and select “Settings” from the App header bar of your Territory Management App.
Territory Management App

  • Click on “Tags” from the left navigation panel in the Settings page. The Tags page will come into view. Click on the “Create” button.

  • In the Create Tag popup, add a name for the tag and specify the tag type. Here, App Tag.
Create App Tag

  • On selecting create, the tag is listed under App Tag.
App Tag Created

  • You can also create a Global Tag by selecting Global Tag in the Create Tag popup.
Create Global Tag

  • A Global tag is created and listed under the Global Tags list.
Global Tag Created

  • The created tags will be listed while creating or editing a territory.