How to add tags to individual records and in bulk?
Tags are labels that let you categorize records in a module based on certain characteristics. For ex: if you want to categorize contacts based on their relationship with your business, you can use tags like 'customers', 'prospects', 'vendors', etc. You can add tags to a record by,
- Go to the desired modules and open the record to which you would like to add tags.
- In the record details page, click the '+' icon in the Tags section.
- Enter the tag name and click Save.
You can also add tags in bulk to a group of records in your Bigin account.
To add tags in bulk
- Select the records from the module's list view to which you would like to add Tags.
- Click More > Add Tags.
- In the Add Tags popup, enter the tags that you would like to add to the selected records and choose a tag color.
- Enable the checkbox to overwrite existing tags with the new tags that you have entered.
- Click Save.
Enable 'Tag' checkbox in the Pipeline view to view the tags in detail card. Go to Customize Cards > Enable Tag.
Similarly, enable 'Tag' checkbox for list view. Click the '+' icon > Enable Tag.