Tags are a versatile tool to keep your Data segregated, they help organize your Records by different segments and enable data-driven decision-making. Salesmate now allows you to customize the Tags with the color of your choice.
You can add colors while,
To add colors to the Tag,
- Navigate to the Profile Icon on the top right corner
- Click on Set Up
- Head over to the Misc category
- Click on Tag Management
Creating a New Tag
- Click on the Add Tag option
- Click on the Square icon
- Select the Colour
- Enter the Tag Name
- Click on Save
Update the Existing Tags
- Select the Tag you wish to Update
- Click on the Edit option
- Click on the Square Icon followed by selecting the Color
- Hit on the Update option
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