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.  

    mceclip0_-_2020-10-23T154630.595.png

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

    Tags_Applied.png

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

    mceclip3__12_.png

  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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