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Sales Task Tag

Sales Task Tag is used to manage tags for sales tasks, allowing categorization and filtering of sales activities. This feature allows you to add, update, and delete sales task tag records, supporting better organization and reporting of sales efforts.

How to Add a Sales Task Tag​

  1. In the Tools menu, click the Configuration submenu, select the Front Desk tab, then click the Sales Task Tag button to open the window.
  2. Click the Insert button to add a new sales task tag. A new entry window will appear.
  3. Enter the following data:
    • Code: Unique code for the sales task tag.
    • Name: Name or description of the sales task tag.
  4. Click Save to store the new sales task tag, or Close to cancel.

How to Update a Sales Task Tag​

  1. In the Tools menu, click the Configuration submenu, select the Front Desk tab, then click the Sales Task Tag button.
  2. Select the sales task tag you want to update, right-click, and choose the Update button.
  3. Enter the new data as needed.
  4. Click Save to apply the changes, or Close to cancel.

How to Delete a Sales Task Tag​

  1. In the Tools menu, click the Configuration submenu, select the Front Desk tab, then click the Sales Task Tag button.
  2. Select the sales task tag you want to delete, right-click, and choose the Delete button.
  3. A confirmation dialog will appear.
  4. Click Yes to confirm deletion, or No to cancel.

Managing sales task tags helps your organization organize, filter, and report on sales activities more effectively.