Difference between revisions of "Manage client tags"
From Protemos Wiki
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You can use this option for any purposes you might have: to identify your clients, group or categorize them etc. | You can use this option for any purposes you might have: to identify your clients, group or categorize them etc. | ||
| − | To do so, go to a client profile and press the '''" | + | To do so, go to a client profile and press the '''"Tags"''' button: |
| − | [[file: | + | [[file:CV tags button.jpg|border|1000px]] |
It will bring you to the client's tags list page. | It will bring you to the client's tags list page. | ||
Revision as of 10:42, 26 December 2018
Client tags page: https://test.protemos.com/client-tag/user?id=ХХХХX (replace XXXXX with a valid number)
You can add tags to your clients.
You can use this option for any purposes you might have: to identify your clients, group or categorize them etc.
To do so, go to a client profile and press the "Tags" button:
It will bring you to the client's tags list page.
Press the "Add tag" button, enter the name of the tag you want to add, and press "Save" to apply the client tag:
You can add as many tags as you wish, and delete those that are no longer needed:
When clients are tagged, you can quickly find them using filters.
Or you can review all clients that have a certain tag added right from this page by clicking on the tag name:
