A tag is a keyword or term assigned to a Connection and are used as a means to organise the companies that you work with.


We suggest to tag your Connections with important identifying information (e.g. you can tag your Connections with their rate levels or percentages to keep your companies organised, and for when you issue your rates).


To assign a tag to your Connections:


1. Click on Connections

2. Click on the More Actions button beside the Connection that you'd like to tag, then click "+ Add Tags"

3. Type in anything you want in the text area, then click +

4. When you're done, click anywhere in the grey area to exit the tags