Summary
Use Tags to identify special requests or to group certain customers into a category (apartment, termites, cock roaches, etc.)
Key Points
Create the tag
Apply the tag to the customer
View all customers with the tag at Customers
Click the Settings gear icon in the upper-right corner
Click Tags
Click Create New
Enter a name such as: Credit Limit $2,000
Click Save Tag
Edit each customer with this credit limit and add the tag under the Billing Information section in the account.
7. From the Dashboard > Customers, you can view all customers with the tag
applied by clicking the tag name
Other Tag uses
Tag Name: Termite Renewal
Apply this tag to your termite customers and then create an email marketing campaign to sent to these tagged customers when the termites start swarming.
Tag Name: Google, Yahoo, Angie's List, Friend, Advertisement...
These are the How did you find out about us, tags.