- Add a Tag to a CRM Entry through the overall CRM section by selecting the CRM Module on the top of your screen.
- You can also add a Tag to a CRM entry on a Project by selecting the Calendar icon for that Project on the Pipeline. This will direct you to the CRM section of this Project.
- Create a new Note/Call/Meeting or edit an already existing Note/Call/Meeting to tag it.
- Select Click to add Tags in the tag section of the CRM entry.
- You can tag a
Project, 
User, 
Contact or just a 
Text Tag to the CRM entry.
- You can tag a
- Hit Post/Save when completed.
- Delete a Tag by selecting the Edit icon for the Note/Call/Meeting and hit the 'X' icon next to the Tag that needs to be removed.
