Tags must have a reason to be applied, i.e. using them to pull records into a View, or there is a reporting reason
First open the CRM record you wish to add a tag to.
1. Click in the add tags area
2. Scroll through the list or start typing for a tag you want to use e.g. “Budget 2024”
3. You must select the tag
*Please note tags can only be added once new records are saved.
** Check you have selected the correct approved tag; you will see a green A in the tag icon.
Example below:
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