1. Navigate to Accounts module. 

2. Click on Add Notes or Plus Icon under Notes tab. 

3. A new Notes window will be opened, click on Tag icon.  

 

 

 

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

 

 

5. The selected Tags will be inserted into the Notes window.  

6. Click on the Save button to save the Notes.  

 

 

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.