V3 Add Tags to an Account

To add Tags to an Account, follow these steps:

  1. Navigate to the Edit Account overlay for the Account you need to modify.
  2. Click on the Tags Applied tab.  


  3. Select the checkbox next to the existing Tag(s) you want to apply. 


  4. You can also click the Add Tag button to create a new tag to apply to Accounts. 


  5. Click Save Account when you're finished.
Note: If you need to remove Tags from an Account, either un-check the applicable box or click the "X" next to the applied Tag.
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