Tags

Open Settings › Tags (organization admins and customer success managers).

• Create a tag: enter the Tag name, pick a colour and click Add tag. Two tags can’t have the same name.
• Edit a tag: change its name or colour and click Save.
• Delete a tag: delete it and confirm under “Delete this tag?”. The tag is removed from every customer that had it.

Tags are put on customers from the customer’s page, and you can filter the customer list by tag. See Customers.