How to Set Up Tags

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    Si Chen
    Keymaster

    After logging into CRM2, go to Tags at top or Tags link on left to create your tag.

    Your tag can have these fields:

    • Name: this is the name of your tag and displayed on things you tag
    • URL: your tag can reference an external page, for example linking to your order in Magento or a blog post in WordPress, etc.
    • Keywords: used to search for activities which may be related to the tag. For example, if you put your order ID here, we’ll find all activities, discussions, and emails with your order ID for this tag.
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