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How do I use Tags?

Tags allow you to organize accounts into groups.

  • example: an agency that reports for a several of automotive dealer groups around the country could organize a view of all their dealers for the "Chicago" Area

To add a Tag for to an Account, go to the Account Command Center for that account.

Click SETTINGS

 

 

Scroll down to the GROUPINGS Section and add Tags.  Click SAVE or SAVE AND EXIT.

 

 

 

To Remove a Tag for to an Account, go to the Account Command Center for that account.

Click SETTINGS

Scroll down to the GROUPINGS Section and click the X on the Tag you wish to remove.

 

 

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