How to Use Contract Product Tags

Just like client tags, contract product tags help you segment and filter products easily within Upmind.

Adding tags from the products & services page

1. Go to Products & Services in your admin dashboard.
2. Locate the contract product to tag.
3. Click Add Tag next to the product.

4. Select an existing tag or create a new one by typing the desired tag name.

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When typing a new tag, the option Create new tag will appear.

Adding tags from inside a contract product

1. Go to Products & Services.
2. Open the contract product you want to tag.
3. Click Add tag inside the product details.

4. Choose or create a new tag as described above.

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Tags assist in filtering and segmenting contract products for reporting and management.