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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
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 over a week ago

Introduction to Tasks

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

Introduction to Notes

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

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 over a week ago

Introduction to Tags and Favorites

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

Creating Custom Tags & Adjusting Tag Preferences

Changing tag names, colors, location, and visibility.
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Written by Alyssa Gatto
Updated over a week ago

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 over a week ago

How do auto tags work?

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

Tag Lists

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