Tag Settings

🏷️ Managing Smart Tags in Movegistics 5.0

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Why This Matters to Your Business

Smart Tags are a powerful way to keep your Movegistics workspace organized and efficient 💡. Whether you’re flagging leads with missing info, marking special job types, or categorizing work requests, tags give you quick visual cues and better filter options across the platform. This boosts internal communication, speeds up workflows, and helps your team stay on top of what matters most 🚀.

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🧭 Accessing the Tag Settings Screen

Step 1: Click the Settings Icon

• Locate the gear icon in the top right-hand corner of your screen and click it to enter system settings.

Step 2: Navigate to Tags

• In the left-hand menu, click on Tags.

• You’ll now see the Tag Settings screen, where all tags can be created, modified, or deleted.

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➕ Creating a New Tag

Step 1: Add a New Tag

• Click the blue plus (+) button to start a new tag.

Step 2: Define the Tag

• Tag Name: Enter a meaningful name like "Invalid Phone Number" or "Hot Lead".

• Module: Select the area where the tag will be used (e.g., Leads, Work Requests, Resources).

Step 3: Customize Tag Appearance

• Tag Color: Choose a background color that helps it stand out.

• Text Color: Adjust the text color for readability.

• A preview of the tag will appear below for review.

Step 4: Save

• Click SAVE to confirm.

• A green success notification will appear in the bottom left-hand corner of your screen ✅.

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🏷️ Applying Tags to Records

Tags can be added to various modules including Leads, Work Requests, and Resources.

Step 1: Go to the Leads Section

• Click the Movegistics logo in the top left-hand corner.

• Select Sales, then click on Leads.

Step 2: Open a Lead Record

• Double-click on any lead to open the details page.

Step 3: Assign a Tag

• Click Add Tags at the top left.

• Scroll or search to locate the desired tag (e.g., “Invalid Phone Number”).

• Check the box next to the tag, then click Apply.

Step 4: Confirmation

• A green success message will confirm the tag has been added to the record.

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📌 Pro Tips for Using Tags

• Use bright colors for urgent tags to make them stand out.

• Create consistent naming conventions (e.g., all error tags start with “Invalid”).

• Tags can also help with filtering reports and building custom views (see: [Custom Views Article]).

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For more assistance with Smart Tags or any other features, don’t hesitate to reach out at [e-mail].

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