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2020-04-27
Add Tags to Account Feature
The Add Tags to Account feature allows you to organize and manage your accounts with ease. By simply tagging accounts, you can enhance your workflow and improve productivity. This tool is designed to help you customize your categorization, making it simpler to locate information when you need it.
Key Features
Easily assign multiple tags to each account
Search and filter accounts by tags
Create custom tags for specific needs
Sort accounts based on various tags
View tag history for better tracking
Potential Use Cases and Benefits
Quickly identify and manage different client segments
Streamline communication by tagging accounts based on priority
Enhance team collaboration by sharing tagged accounts with team members
Improve project management by tagging accounts related to specific projects
Facilitate better reporting by pulling data based on tagged accounts
By using the Add Tags to Account feature, you address the common problem of disorganization and confusion. This feature simplifies account management, allowing you to focus on your tasks rather than sorting through clutter. With easy access to the information you need, you can make informed decisions faster and move forward with confidence.
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