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 [e-mail].

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.