How to Add (or Update) CRM Tags
Step 1
Log in to webCemeteries Management.
Step 2
If you are a cemetery administrator, you will be able to access these settings. If you are not a cemetery administrator, reach out to your cemetery administrator or contact support@webcemeteries.com.
Step 3
Click “CRM" from the left side menu.
Step 4
Select "Manage CRM Tags."
Step 5
Click "CREATE TAG" to add a new tag or click on the name of the tag to start editing.
Step 6
Fill in or edit the form and click "SAVE."
Step 7
Your new or updated tag name will now appear in the drop down list on the CRM profile page.