Company administrators can assign tags to call events as required.
The tags can then be used as search criteria when searching for a customer or looking up specific CRM records, for example, all records associated with a particular product. Tags are useful when searching for multiple records.
The tags are pre-defined by a company administrator and can be selected from a list under the Contact History for a customer.
To assign tags to a customer record:
Procedure #
Step 1:
Click Customers > CRM on the menu bar.
A list of the customer records that are currently stored in the CRM is displayed.
Step 2:
Select the customer record in the Contact List or search on the customer.
The customer’s details are displayed beneath the Contact List. The Contact History shows any previous interactions with the customer.
Step 3:
In the Contact History section, for the appropriate call event, click the Tags Edit icon:
Select the tag(s) from the Choose dropdown list by ticking the appropriate checkbox(es) and then click the Save icon:
To cancel a tag, click the Cancel icon:
Note: Multiple tags can be assigned to each call event.
Parent topic: Customer-related tasks
Related tasks
Configuring custom fields and tags
Searching a list