Tag Management Module
- Yonatan Sklar |
- 7 steps |
- 21 seconds
1
Navigate to [https://crm.yaalago.com/dashboard](https://crm.yaalago.com/dashboard)
2
Click "Tag"
3
Click "Add Tag" to enter a new tag.
From this page you can also edit tags by clicking on the pencil, or deleting them by selecting the bin.
4
Click the "Tag" field to enter the tag title.
5
Click this dropdown to select whether the tag will be associated with the clients in the client module, or the tasks in the task module.
6
Click "Submit" to save.
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