Add Tags in a Note Under Account

Add Tags in a Note Under Account


 

  1. Navigate to Accounts module. 
  1. Click on Add Notes or Plus Icon under Notes tab. 
  1. A new Notes window will be opened, click on Tag icon.  

 

 

 

  1. Select the relevant tag from the Tags search bar.  

 

 

  1. The selected Tags will be inserted into the Notes window.  
  1. Click on the Save button to save the Notes.  


A screenshot of a computerDescription automatically generated


 

 



Note: By following these streamlined steps, you can effectively enhance your notes in the Accounts module of Insights CRM with relevant attachments and tags, ensuring comprehensive and organized account information. 

 




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