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Tags, Notes, Tasks & Deals
Tags, Notes, Tasks & Deals
Assigning your own attributes to Licenses, Companies, and People
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
Written by
Alyssa Gatto
Updated over a week ago
Introduction to Tasks
Set reminders within the License Database to keep your workflows moving forward.
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
Written by
Alyssa Gatto
Updated over a week ago
Introduction to Notes
Maintain your own records right within the License Database
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
Written by
Alyssa Gatto
Updated over a week ago
Introduction to Tags and Favorites
Getting to know the Tag and Favorite tools
Written by
Alyssa Gatto
Updated over a week ago
Creating Custom Tags & Adjusting Tag Preferences
Changing tag names, colors, location, and visibility.
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
Written by
Alyssa Gatto
Updated over a week ago
How do auto tags work?
Certain tags are automatically added after an action is taken.
Written by
Vanessa Kelly
Updated over a week ago
Tag Lists
Use Tags to enable manual additions/removals from Lists.
Written by
Alyssa Gatto
Updated over a week ago