Tags

In this video tutorial, we explain the use of tags in Creatio CRM software. It is a simple guide that shows how to create and assign tags to records and then use the created tags to quickly find your records by keywords. You will learn which types of tags there are in Creatio and how to use them properly.

Information
Duration:
Key points
0:00 -
Introduction
0:25 -
Personal, corporate and public tags
1:56 -
Creating tags
2:46 -
Tagging records
3:12 -
Using tags to filter section records