Tags are unique identifiers used to segment companies into groups. You can use tags to group companies based on common characteristics. For example, you can create a tag to group companies based on demographic location, priority or lead source. Once you attach a tag to a company record, you can search for companies using the tag.
How to create a tag
Click on the Companies module in the top header menu and select a company record from the company list.
In the company record, click ‘Add/Remove Keyword Tags’.
Enter a name for the tag and click the ‘add’ icon on the right.
Once you add the tag, it should appear in the ‘Selected Keyword Tags’ list. Click ‘SAVE’ to complete and save your changes.
How to use tags from the Available Keyword Tags list
The ‘Available Keyword Tags’ list displays all the company tags you have created in Legrand CRM. Select a tag and click the first arrow to assign it to the selected company. Alternatively, use the second arrow to assign all available tags to the company.
Click ‘SAVE’ once you assign the tag.
NOTE: You can also double-click tags to assign or remove them.
How to remove tags
Select the tag you would like to remove and click on the left-facing arrow.
How to edit tags
Select the ‘edit’ icon on the tag you would like to edit.
Enter a new name for the tag and click on the ‘save’ icon.
How to delete tags
Click on the ‘delete’ icon next to the tag you would like to delete.
NOTE: You can not delete a tag attached to a company record. Remove the tag from any existing company records before you delete a tag.