Best Practices when setting up tag names


When creating new tag names we recommend that you use text characters, numbers and hyphens i.e. new-lead. 


See examples in the screenshot below:



We do not recommend:


Using punctuation ", !, +, ?

Formulation type symbols such as:    <. >,  *, ^, %, {, }, [ ,] ,/


Important Note: Using punctuation characters or formulation symbols can cause your CRM account to lock up when trying to do tag searches or apply new tags.