Creating Tags on Products to group bulk Add

In CreataCRM, you are able to add mutiple tags onto a product. This gives you the ability to seach on tags to bulk add products on a quote to categories your product Service.

Click on Sales in the navigation Bar

Click on Products

  1. Either click on Quotes or Invoices
  2. Then click on Settings
  3. Click on Products

Search the products you would like add to the Tag

  1. Click on Tools
  2. Select All

Add to Tags

  1. Click on tools
  2. Click on Add to Tags

Select the Tag

Select the Tag and click on OK

When on a Quote

When on a Quote you can click on Bulk Add

Select the Tag or Tags

You are add the tag or mutiple Tags to view items, then click on

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