Creating and using tags allows you to organize your workflow and keep track of the accounts you’ve viewed. For sellers, tagging can be especially helpful when creating a list to upload to your CRM.
How to Create a Tag
1. Navigate to an account page within the Enlyft Application or use the Enlyft Plugin on any website.
2. Click on the three horizontal dots in the top right corner of the account page.
3. Type in any custom tags you wish to add. Tags are user-specific: No one on your team can see them except you!
4. To view your tags, go to History > Tagged Accounts.
5. From here you can View Accounts with the tag or Download the tagged account list. Up to 100 accounts can be associated with a tag.