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Tags, Notes, Tasks & Deals

Tags, Notes, Tasks & Deals

Assigning your own attributes to Licenses, Companies, and People

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10 articles in this collection
Written by Alyssa Gatto and Vanessa Kelly

Introduction to Deals

Use Deals to track a sale through each stage of the process
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Written by Alyssa Gatto
Updated this week

Introduction to Tasks

Set reminders within the License Database to keep your workflows moving forward.
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Written by Alyssa Gatto
Updated this week

Can I view/search among all tasks?

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

Introduction to Notes

Maintain your own records right within the License Database
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Written by Alyssa Gatto
Updated this week

Can I view/search among notes?

Find notes made on specific topics without digging through records
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Written by Alyssa Gatto
Updated this week

Introduction to Tags and Favorites

Getting to know the Tag and Favorite tools
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Written by Alyssa Gatto
Updated this week

Creating Custom Tags & Adjusting Tag Preferences

Changing tag names, colors, location, and visibility.
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Written by Alyssa Gatto
Updated this week

How can I apply Tags to multiple records at once?

Use the Bulk Edit feature to batch tag Licenses, Companies, or Contacts
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Written by Alyssa Gatto
Updated this week

How do auto tags work?

Certain tags are automatically added after an action is taken.
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Written by Vanessa Kelly
Updated this week

Tag Lists

Use Tags to enable manual additions/removals from Lists.
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Written by Alyssa Gatto
Updated this week