Manage Tags

Any deal card in BoardCRM can have a tag. You can assign a tag and this way make the card with some specific properties highlighted. For example, you can create the “Important” tag and add it to the deal. The deal with such a tag will mean that it needs to be processes on a first-priority basis.

To create tags, go to “Settings” > “Manage Tags”. Add a new tag and choose the desired color. You can create up to 10 tags. The maximum number of tags a deal card may have is 5.

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