Adding tags in Zoho CRM App 

Availability

Permission required for Tags      

1. Ensure the user profile has tag permissions enabled in Zoho CRM web. To do this, navigate to Zoho CRM web > Settings > Security control > Profiles > Tags. You can choose all the modules you want to give tag access to.
   
   
2. The user must have edit permission for the module they're trying to add/edit tag.

To add a tag to a record

1. Open the Zoho CRM app.
   
2. Go to the module where you want to add the tag.
   
3. Select the desired record.
   
4. Add a tag by tapping  icon in the record detail page.
   
5. Enter a new tag or choose from the existing list.
   
6. Tap on the icon to create a new tag.
   
7. Choose a color for the tag and tap on the icon to save the changes.
   
8. Tap the icon on the top-right corner to associate the tag with the record. 

1. If tags are already added to the record, you'll see the tag icon with the number of tags associated instead of the icon.
   
2. If you attempt to create a tag that already exists, a Merge option will appear since duplicates are not allowed.
   

Info

1. Duplicate tags are not allowed within a module, so ensure each tag is unique. While a tag created in one module can be used in another, duplicates within the same module are not allowed.
   
2.  When creating a tag, there should be at least one alphanumeric character.
   

To manage tags

1. Open the Zoho CRM app.
   
2. Go to the module where you want to add the tag.
   
3. Tap on the More icon ()
   
4. Select Manage Tags to see all associated tags.
   
5. Tap on any tag to view the records associated to it.

Permission Required

To get access to Manage Tags, Module Customization should be enabled for the profile from Zoho CRM web. To enable this, go to the Zoho CRM website, then naviaget to Settings > Security Controls > Profiles > Choose profile > Admin Level Permissions > Module Customization.

Note: Records are loaded in batches of 200 at a time.

To edit a tag 

1. Open the Zoho CRM app.
   
2. Go to the module you want to edit the tag for.
   
3. Tap the More icon ()
   
4. Select Manage Tags.
   
5. Swipe left on the tag you want to edit.
   
6. Edit the tag by changing the tag Name or tag Color.
   
7. Tap on the icon.
   

 

 To delete a tag 

1. Open the Zoho CRM app.
   
2. Go to the module you want to delete the tag for.
   
3. Tap the More icon ()
   
4. Select Manage Tags.
   
5. Swipe right on the tag you want to delete.
   
6. Tap Delete in the confirmation pop-up.

Note: To delete tags used in conditions such as Workflow rules or Segmentation, you must first remove the tag from the relevant customization in Zoho CRM web.

Tags in lead conversion 

To carry over tags to contacts, accounts, or deals 

1. Open the Zoho CRM app.
   
2. Go to the Leads module.
   
3. Select the specific record.
   
4. Tap the More icon ().
   
5. Tap Convert Lead.
   
6. Choose from the below options as required:|
   
7. Tap the icon to finish.

The Carry Tags Over To Deals option will only appear when you associate a deal with the lead record.

Tags in Blueprint 

To add tags to a blueprint  on mobile

1. Open the Zoho CRM app.
   
2. Go to the module where the blueprint is configured with a tag set as a mandatory action.
   
3. Select the transition.
   
4. Tap Tags.
   
5. Choose a tag from the list or create a new one.
   
6. Tap on the  icon.