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Creating a Tag from within a record
Creating a Tag from within a record

Quickly Tagging Businesses, Activities, People and Tasks within the record

Lisa Machin avatar
Written by Lisa Machin
Updated over a week ago

If you are an Admin user, you can quickly create new Tags here rather than going to 'Settings and 'Manage Tags'.

How?

Find the Tag section within the record and click on Manage. This will bring up a list of the Tags that already exist.

To create a new Tag choose 'Create Tag'

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