How to get there
- Go to the gear icon in the top right corner, click Company Settings in the drop down list.
- Navigate to the Customization tab on the sub-navigation bar, in the grey sub-navigation bar, click Tags.
- Click the orange New Tag button and the modal below will pop up.
- Select the type of Tag you would like to create from the list of options.
- Name the Tag.
- Select a color for the Tag. The Tag will show up in the system as the color of your choice.
- Click Add Tag.
- Toggle the down arrow next to account tags to view the current Tags you have already created.
- Hover your mouse over the 4 horizontal lines under tag name if you would like to change the order of the tags.