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Tags, Notes, Tasks & Deals

Tags, Notes, Tasks & Deals

Assigning your own attributes to Licenses, Companies, and People

Alyssa Gatto avatar Vanessa Kelly avatar Julian Dutton avatar
10 articles in this collection
Written by Alyssa Gatto, Vanessa Kelly, and Julian Dutton

Introduction to Tags and Favorites

Getting to know the Tag and Favorite tools
Alyssa Gatto avatar
Written by Alyssa Gatto
Updated over a week ago

Introduction to Notes

Maintain your own records right within the License Database
Alyssa Gatto avatar
Written by Alyssa Gatto
Updated over a week ago

Introduction to Tasks

Set reminders within the License Database to keep your workflows moving forward.
Julian Dutton avatar
Written by Julian Dutton
Updated this week

How do auto tags work?

Certain tags are automatically added after an action is taken.
Vanessa Kelly avatar
Written by Vanessa Kelly
Updated over a week ago

Creating Custom Tags & Adjusting Tag Preferences

Changing tag names, colors, location, and visibility.
Vanessa Kelly avatar
Written by Vanessa Kelly
Updated over a week ago

Tracking Transactions With Deals

Use Deals to track a sale through each stage of the process
Julian Dutton avatar
Written by Julian Dutton
Updated over a week ago

Using Tags To Filter Recipients From An Email Campaign

Use tags to prevent sending emails to contacts you've already emailed, exclude customers from an email campaign, or further refine a list.
Vanessa Kelly avatar
Written by Vanessa Kelly
Updated over a week ago

Can I view/search among notes?

Find notes made on specific topics without digging through records
Alyssa Gatto avatar
Written by Alyssa Gatto
Updated over a week ago

Can I view/search among all tasks?

Tasks can be viewed on individual records as well as on a dashboard
Alyssa Gatto avatar
Written by Alyssa Gatto
Updated over a week ago

Tag Lists

Use Tags to enable manual additions/removals from Lists.
Alyssa Gatto avatar
Written by Alyssa Gatto
Updated over a week ago