How to create a tag Go to the Companies or Contacts module to select a record and click Add/Remove Tags. Note: Tags used in the...
How to add tags to a contact Prerequisite: To add tags to your contacts, you first need to create the tags. If you already have tags, click...
How to add tags to a company Prerequisite: To add tags to companies, you first need to create the tags. If you already have tags, click here...
How to edit a tag Go to the Companies or Contacts module where you created the tag. Select a record that does not have a...
How to delete duplicate tags Before you delete the duplicate tag, we recommend you rename one of the tags to distinguish them and ensure no...
How to filter contacts by tag Option 1: Go to the Contacts module and select a tag from the list of Keywords. Once selected, Legrand Cloud...
How to filter companies by tag Go to the Companies module and click the More Options section. Click the List by Keywords drop-down and select a...