Documentation
for
users
users developers
for
users
Документация для developers
For users
Sales
Customers
Tagging customers
Customers
  • List of customers
  • Customer page
  • Corporate customers
  • Tagging customers
  • Communications
  • Working with telephony

Tagging customers

Learn more about the process of creating and managing tags.

Creating and working with tags
Customer tagging - setting custom tags with the possibility to filter the list of customers and chats by them.
Working with tags in the order card and the customer list
The article describes how to work with tags in the order card and use them to filter the customers in the list.
Editing and deleting tags
This article will show you how to edit or delete a tag and which sections will be affected by this operation.
Last edited 18.09.2021, 02:57