How to Create and Use Contact Tags in CRM

Steps to Create & Use Tags from Contact Section

1. Go to CRM → Contacts

2. Click on Tags (top menu) → Manage Tags

3. Click Create New Tag

4. Enter Tag Name (e.g., Hot Lead, Paid User, Important Lead)

5. Choose Icon & Color → Click Add → Save Changes

6. To apply tag: Open contact → Click Edit Tag → Select tag(s) → Save