by urdhvatech

Fed up of not being able to find important clients? Tag them! This plugin allows you to tag your records to identify them instantly. Color coded tags makes it even simpler to catch them.

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#3428 - How to assign Tag as part of workflow ?

Closed General Question created by steve8 Verified Purchase 4 years ago

Hi,

I am trying to assign a predefined tag as part of a workflow. Basically when a value changes in a lead (for example a status) or a new lead is created, I need to assign a predefined tag from workflow. Can you tell me how to do this ?

Thanks !

  1. urdhvatech member avatar

    urdhvatech Provider Affiliate

    4 years ago

    Hello Steve,

    Thanks for using our add-on. You can assign the tag from workflow but in that case existing tag will be overwrite for that particular record.

    Thanks & Regards, Team Urdhva Tech.

  2. steve8 member avatar

    steve8 Verified Purchase

    4 years ago

    Thank you ! You have now also answered my next question : how to remove a tag from a lead as part of another workflow :)

  3. urdhvatech member avatar

    urdhvatech Provider Affiliate

    4 years ago

    Hello Steve,

    From workflow you can overwrite the existing tags for that particular record. For delete the tag from existing record you can do it via EditView.

    Thanks & Regards, Team Urdhva Tech.

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