Tags - Creating a New Customer Tag


Overview

Tags are great way to organize your customers for filtering sales and marketing lists.  You can create as many tags as you need and you can add them to any customer you want.

You can use the tags on the Marketing Lists page to create new contact lists for upcoming campaigns.



Creating a Customer Tag


Step    Action

  1.      Select {Settings} and then select {Tags} under Customer.

  2.      Select {New} under Tags. A New Tag modal window will open.


  3.      Enter a Name for the new tag.

  4.      Select {Save}.  A results window will pop-up to indicate the selected tag has been

           saved.

  5.      Select X to close pop up results window.   



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