Create and manage tags:
Tags are there to keep your inbox environment clear. By using tags you can, for example, filter on your customers, supplier, potential leads or other tags. You can add, change and remove these tags yourself, so you can organise the portal to your own wishes.
Below you can see an example of what the overview of the tags can look like. Here you see the name of the tag and you also see the number of leads that are linked to the tag.
At the tag “customer” you see the 3 dots, which appear when you hover over a certain tag.
When you click on the 3 dots, you will see the menu that is shown below in the image. Trough this menu you can adjust the color of your tag, change the tag, delete or hide it in your inbox.
When you hide the tag in your inbox, you can always find it at the export function.