Creation of Tags

Step 1: Click on Admin Portal.

Step-2:Navigate to settings-->Choose ‘User Tags’--> Click on the ‘Tags’ radio button-->Click ‘New Tag’

Step 3-Enter the Tag name, Scope of the tag, and click Save.

Step-4:The Tag gets saved successfully.

Tags can be edited using the edit option.

Tags can be deleted using the delete option

The tags created under the Contacts can be used while creating contacts in the CSM end.

Tags created under notes can be used while creating Notes in CSM end.

Here is a short video walkthrough of Tag creation: