Tag Company Record For Free

Choose the module (such as Leads, Contacts, or Deals), where you want to add Tags. Select all or multiple records based on your requirements. Now under the Tags dropdown, select the Add Tags option. You will be shown tag suggestions (list of existing tags will be shown) everytime when you add tags in your CRM account.

In information systems, a tag is a keyword or term assigned to a piece of information (such as an Internet bookmark, multimedia, database record, or computer file). This kind of metadata helps describe an item and allows it to be found again by browsing or searching.

In Salesforce Classic, Chatter must be enabled to access the Records tab of the topic detail page. On the top right corner of the record detail page, click Add Tags or Edit Tags. In the Personal Tags or Public Tags text boxes, enter comma-separated lists of the tags that you want to associate with the record.

Create a Tag Select one or more journeys to tag. Click . Click + New. Type the tag name. Click Create. The new tag is selected by default. To apply the new tag to the selected journeys, click Apply. To continue without tagging a journey, deselect the new tag and close the dialog box.

Enable Tags From Setup, enter Tag Settings in the Quick Find box, then select Tag Settings. Select Enable Personal Tags and Enable Public Tags to allow users to add personal and public tags to records. ... Specify which objects and page layouts display tags in a tag section at the top of record detail pages. ... Click Save.

Use tags to group records from various objects by a common theme. Add tags in a search criteria to find information faster and more intuitively. Tags are words or short phrases that you can edit on the record detail page.

Record tags help to identify related SmartOffice records. For example, you could apply an "Investment Advice" tag to records that have to do with providing advice to clients. This can help your firm identify those records more easily later for compliance review.