Scenarios
- You want to know how to filter your tagged customers.
This document assumes the following.
-
You have created tag groups
- You have created tags
- You have tagged your customers
Filter Customers Using Tags
- Within your Customers tab, click the +Filters button
- The drop-down menu(s) represent the different Tag Groups you have setup
- Use the drop-down menu(s) to select the Tag(s) you want to filter by.
- Click the Search button on the right-hand side.
- A list of Customers associated with the selected Tag(s) will appear.
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