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Tags - special purposes
Tags - special purposes

Use Tags to identify special requests such as credit limit

Beau O'Hara avatar
Written by Beau O'Hara
Updated over 3 years ago

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

  1. Click the Settings gear icon in the upper-right corner 

  2. Click Tags 

  3. Click Create New

  4. Enter a name such as: Credit Limit $2,000

  5. 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.

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