How to Use Contract Product Tags

Just like adding tags to clients, you can also add tags to contract products. These tags help you filter and segment your products more easily.

There are two ways to add tags:

Option 1: From the Products & Services Page

1. Go to Products & Services
2. Find the contract product you want to tag.
3. Click Add Tag

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

   

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NOTE

To create a new tag, type the name into the field and the option to Create new tag will appear.

Option 2: From Inside a Contract Product

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

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

Once added, tags can help you easily filter and segment your products.