Tags, Notes, Tasks & Deals

Assigning your own attributes to Licenses, Companies, and People

Alyssa Gatto avatar Vanessa Kelly avatar Julian Dutton avatar +1
11 articles in this collection
Written by Alyssa Gatto, Vanessa Kelly, Julian Dutton and 1 other

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

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

Introduction to Tasks

Set reminders within the License Database to keep your workflows moving forward.
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Written by Julian Dutton
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 Chris Masella
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

Creating Custom Tags & Adjusting Tag Preferences

Changing tag names, colors, location, and visibility.
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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

Tracking Transactions With Deals

Use Deals to track a sale through each stage of the process
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Written by Julian Dutton
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

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

How can I export my Notes, Tasks, and Deals?

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Written by Chris Masella
Updated over a week ago