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Tags for Records in CentraHub CRM

In CentraHub CRM software, Tags are added to the Records when they need to be identified with any specified term in the CRM system.

Steps to Add Tags for Records in CRM

Steps to Add Tags for Records in CRM

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1. Enter the [Module] in the Search Box below CentraHub CRM Icon. (Module refers to Accounts, Leads, etc.)

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2. On the [Module] Homepage, click on any individual record to view its detailed information.

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3. On the Record Detail page, click on '+' key to add tags.

4. Press Enter after entering the Tag name. (Create as many tags as you want by clicking on '+' key)

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