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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,
Julian Dutton,
and
Vanessa Kelly
Introduction to Tags and Favorites
Getting to know the Tag and Favorite tools
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
Introduction to Tasks
Set reminders within the License Database to keep your workflows moving forward.
Written by
Julian Dutton
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
Creating Custom Tags & Adjusting Tag Preferences
Changing tag names, colors, location, and visibility.
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
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.
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
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
Tag Lists
Use Tags to enable manual additions/removals from Lists.
Written by
Alyssa Gatto
Updated over a week ago