Customer tags and saved lists

Create tags

1. 1Step 1: On Customers, tap Manage tags and lists.
2. 2Step 2: Under Add a tag, enter a Tag name, pick a Color and tap Add tag.

Tag customers

1. 1Step 1: On a customer record, type in Add a tag and tap the plus button. Tap the X on a tag to remove it.
2. 2Step 2: To tag several at once, select customers on the Customers list, choose a tag and tap Add tag.

Save a list

1. 1Step 1: On Customers, check one or more Tags and tap Filter.
2. 2Step 2: Give the list a name and tap Save this list.
3. 3Step 3: Your saved lists show under Saved lists for one tap filtering.

• Tip: Owners and managers can change tags. Everyone can see them.