Tag clients in the CRM
Tags are a powerful organizational tool within the Agendize CRM that help you, at a glance, to identify clients by precise and customizable keywords.
Creating a Tag
Searching for a Tag
Once you have assigned a tags you can search for them by going to the Contacts section at the top of the page and either searching for a specific tag in the field at the top that says "search by name, email, phone, or tag" or by clicking on a tag beside a contact.
If at any time you have two tags that need to be combined (duplicate, spelling error, etc.) you can combine them together easily. To merge contacts together navigate to the Contacts section at the top of the page, on the left column select "Settings", then select the tag which you which you wish to have another merged into, then from the drop-down menu below the "Merge" option, select a tag you wish to merge.