CRM Tags

Overview

CRM tags allow users to tag certain contacts with specific criteria that can be used in the Advanced Search functionality. To view a guide on Advanced Search, click here.

Step-by-Step Instructions

1. Select the CRM tab in the top navigation bar. Select Contacts:

2. Choose the desired investor and click their name. Select the Profile tab on the far right. Scroll down to the Investor Preferences section:

3. Here, you will see fields for Asset Class Tags and Region Tags. These fields will have options in the drop-down provided (when clicking into the 'Enter tags' field).

4. The Custom Tags field, along with the Contact Tags field, can be found towards the top of the screen just before the Contact Details section. To add a Custom Tag, type the desired tag (this example is “Core”), and select 'Enter' on your keyboard. You can add multiple tags for each preference field. Select Save.

Note: Contact Tags give you a set of default options to choose from, but you can save new tags using the 'Enter' key on your keyboard.

Pro Tip: You can now use the Advanced Search feature to gather contacts that meet specific criteria for items such as Asset Class Tag, Profile Type, Role, Region Tag, State, etc.