User Tags
Last updated
Last updated
User tags are labels or categories you can assign to individual customers within a system to help organize, identify, and manage them more effectively.
Examples: Urgent, Pending, Query, conflict, refund, etc.
In the right-hand corner of the shared team inbox, there is a Customer Panel where you will find the option for User Tags. Click on it.
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You will see a list of existing tags that you can choose from. If you want to create your tag, click on the Manage Tags option at the bottom of the list.
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A new window will open where you can add, edit, or delete tags. To add a new tag, type the name of the tag in the 'Add Your Tag Here' block and click on ADD.
For example, you can create a tag called “Europe” for customers who are interested in traveling to Europe.
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To apply a tag to a customer, select the customer from the shared team inbox and click on the User Tags option again. Then choose the tag you want to assign from the list and click on APPLY.
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