How-to articles Manage clients How to add client tags

How to add client tags

Use client tags to quickly label, organize and filter information related to your clients.

1. Navigate to Clients > General.

2. From the clients list, choose a client you want to tag, and then click Edit client.

3. In the Client Tags field, type a tag that you want to add and press Enter. (For example, the name of a client’s account manager may be used as a tag). You can assign several tags to a client.

4. Click Save.

The added client tags are displayed in the Tags column on the General screen.