Setting up note tags

What's my plan?

You can define note tags in Settings > Customize > Notes. When you create a note tag, you can then apply it to any note in Sell. Currently, you cannot import or export note tags; you must manually add them to the note.

You need admin rights to set up tags.

Note: Note tags are different to the standard tags that you can apply to leads, contacts, and deals. Use note tags to add extra information about a note by tagging that note on any lead, contact, or deal. (see Creating a note for a lead, contact, or deal). You can define your contact tags in Settings > Customize > Contacts > Tags.

This article contains the following topics:

• Creating a note tag
• Editing a note tag
• Deleting a note tag

Creating a note tag

You need admin rights to create a note tag.

To create a note tag

1. Click the Settings icon (), then select Customize > Notes.
2. Click Add tag.
3. Enter a meaningful tag name.

   The tag is saved and is available for use in all notes. The tag name is displayed when the tag is selected for a note (see working with notes).

Editing a note tag

You need admin rights to edit a note tag.

To edit a note tag

1. Click the Settings icon (), then select Customize > Notes.
2. Click Edit next to the tag you want to edit.
3. Enter a new tag name.

   The tag is saved and the tag name is updated in all notes that have used it previously.

   The updated tag name is displayed when the tag is selected for a note (see working with notes).

Deleting a note tag

You need admin rights to delete a note tag.

To delete a note tag

1. Click the Settings icon (), then select Customize > Notes.
2. Click the Trashcan icon () next to the tag you want to delete.
   The tag is deleted permanently.

   Note: The tag is removed from any notes that used it. Users must select a new tag to apply it to a note.