How do I Create and Manage Tags in CRM Apps?

Tags are nothing but labels with one or two keywords. Its associate with most of the CRM records to organize the data in personalized manner. It allows the user to group records of various categories by a common name. This makes finding or searching for information easier.

There are two types of tags available:

• App Tags - These tags are app specific. They can be accessed only within a particular app.
• Global Tags - These tags can be accessed throughout the apps in Apptivo.