Vital CRM
How do I create Tags?

By using Tags, you can categorize your customers so as to customize personal actions for them. The following text will tell you how to create Tags:

1. Go to [Settings > Data [Tag]]


2. In this page, you can start editing your tags. The functions include add, delete, hide, disable, change color, edit, and merge.


＊How to attach tags to customers?　http://faq.vitalyun.com/faq/EN/CRM#3874

[Settings > Data [Tag]]
https://faq.vitalyun.com/EN/CRM#4040
Can tags be used for Insight analysis?
Vital CRM版本 2
How can I count the total of tag shortcut bar?
Vital CRM版本 2
Can tags be exported?
Vital CRM版本 2
Why did tagging fail?
Vital CRM版本 2
How do I give customer tags?
Vital CRM版本 3
How to use company tags and current employment status to find eligible customers?
Vital CRM版本 3
How can I add/remove tags for a batch of companies?
Vital CRM版本 3
Vital CRM - Tag Function
Vital CRM版本 4
Can the tags I created be further categorized?
Vital CRM版本 2