Difference between revisions of "Manage client tags"
From Protemos Wiki
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It will bring you to the '''Update tags list''' page. | It will bring you to the '''Update tags list''' page. | ||
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Press the '''"Add tag"''' button, enter the name of the tag you want to add, and press '''"Save"''' to apply the client tag: | Press the '''"Add tag"''' button, enter the name of the tag you want to add, and press '''"Save"''' to apply the client tag: | ||
Revision as of 11:59, 26 December 2018
Update client tags list: https://cloud.protemos.com/client-tag/update?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 Update 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:
