You can now add/edit accounts and filter with x-dates and tags.
In this article, you will learn:
How to add x-date and tag while creating a new account?
- To add a new account click on add new tab.
- Here while adding a new account in x-date section you can click on add new to add X date.
- To delete x-date, click on the delete tab.
- To add tags, click on add tags.
- A list of tags will open and you can add the desired tags accordingly.
- Click on submit to add the account.
Edit X-date and tags of an account
Click on the edit icon beside an account, you will find the x dates and tags will be populated which you can edit and save.
- Click to save.
- You will get a notification saying: Account added successfully.
View the accounts with x dates and tags
- To view the accounts with X date and tags, in the table column section, you need to select x-date and tags.
Search the accounts with x-dates and tags
- If you go to filter, you will find x-dates and tags.
- You can search the account by selecting the months in x dates and tags.
- Based on your search, the account details will be visible.
How to add/edit the x-dates and tags from Account 360?
- If you go to account 360 view of the contact, you will find the x-date and tag details.
- If you want to add/edit this click on the edit icon.
- A pop-up will appear where you can edit the details.
- Once you make the changes, click on the tick icon to save the changes.
Add/edit the x-dates and tags from the Contact section
You can add/edit the x-date and tags from the contact section too.
- In the contact section — select the contact and click on 3 dots to edit the contact details.
- You will find the option for x-date and tags
- Make the desired changes and click to save.
