Client Tags
- Yonatan Sklar |
- 12 steps |
- 48 seconds
1
Navigate to [https://crm.yaalago.com/dashboard](https://crm.yaalago.com/dashboard)
2
Click "Clients"
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Click "Add Client" to add a new client.
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From here you can enter all the client data, including a new tag or existing tag to create the association.
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Click Submit to save.
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Click the green plus symbol.
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Click "edit" to edit an existing client.
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Click here to add/remove a tag.
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Existing Tags can be selected from the dropdown menu.
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Click "Submit" to save.
Clicking on Save & Continue will save the data and keep you on the client card page.
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From the client module main page you can filter clients according to their tags by entering/searching for the desired tag.
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