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The details of the tag can be viewed by clicking on the desired tag on the Tag Listing page.
You can edit the tag by clicking on the
link beside the name of the tag.
You can see the number of Accounts, Leads, Contacts, Deals and Activities that are tagged by the concerned name. .
By selecting check boxes, you can select one/multiple records for mass update.
Tagged Accounts/Leads/Contacts/Deals and Activities can be added to your favorites by clicking on
You can follow the tagged Accounts/Leads/Contacts/Deals and Activities by clicking on
You can export any tagged Accounts/Leads/Contacts/Deals and Activities to CSV
format. You can also delete a tagged Account/Lead/Contact/Deal and Activity by clicking on
The tag details page is paginated and you can adjust the number of records displayed per page.
will take you to the previous page.
You can edit the tag name by clicking on the action drop down.
The corresponding tag can be linked with different modules through the
You can tag more Accounts/Leads/Contacts/Deals and Activities by clicking on
The display of various fields can be customized by making mouse hover on
and then selecting the required fields you want to display.
You can perform multiple actions on the tagged Accounts/Leads/Contacts/Deals and Activities by clicking on Select drop down.
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