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 1: Click the CRM tab in the top bar. Click Contacts.


Step 2: Choose the desired investor and click their name. Click the Profile tab. Scroll down to the Investor Preferences.


Step 3: Here, you will see a fields for Asset Class Tags and Region Tags (first picture below). These fields will have options in the dropdown provided, while the Custom Tag is free form. 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 (second picture below). To add a Custom Tag, type the desired tag (this example is “Tier 2”), and click Enter on your keyboard. You can add multiple tags for each preference field. Click Save.



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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