How to Create a Tag
In the left sidebar, click the people icon to open the Clients module.
Click the settings icon located in the toolbar above the client list.
Select "Tags" from the dropdown menu that appears.
Click "Create Tag".
A form will appear. Complete the following fields:
Name — enter the tag name
Color — select a color to identify the tag visually
Click "Save".
How to Edit or Delete a Tag
To edit a tag, click on the tag name in the list and update the information.
To delete a tag, click the "X" icon on the right side of the tag row.
How to Add a Tag to a Client Profile
In the left sidebar, click the people icon to open the Clients module.
Click on the client's name to open their timeline.
Click the pencil icon in the top right corner of the client profile panel to edit the profile.
Locate the Tags section and add the desired tag.
Click "Save".