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.