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Can I create custom tags for my customers?
Can I create custom tags for my customers?
Updated over a week ago

Yes, you can create custom tags for your customers to organize and segment your customers into lists. For example, if you have customers who you do HVAC work for, customers you do handyman work for, and customers you do roofing work for, you could create HVAC, Handyman, and Roofing custom tags.

This would allow you to quickly see all of your HVAC customers in a list for example, by selecting the HVAC tag.

To learn more about creating tags and sorting your customers by tags, visit the Custom Tags for Customers article.

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