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  • Archiving CRM Contacts
  • Notification Settings
  • CRM Overview
  • Contacts Advanced Search
  • CRM Contact Profile Overview
  • Add, Modify and Delete Contacts in the CRM
  • Creating Joint Accounts
  • Investor Profile Connections
  • CRM Tags
  • Contacts Table Column Settings
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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:Screenshot_2023-01-16_105859.png

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

Tags_2.PNG

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).

Tags_3.PNG

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.

Tags_4.PNG

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.

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Related articles

  • Contacts Advanced Search
  • Investor Profile Connections
  • CRM Overview
  • Offering Metrics
  • CRM Contact Profile Overview

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