How to automatically apply Tags to new Projects & Contacts

Project and Contact Tags are the ideal way to filter on your Contact, Project, and Recent Client Activity pages. I recommend making sure you add the year “2022” as a tag for Contacts and Projects. By allowing 17hats Lead Capture Forms and Online Scheduling to automatically add the tags, you ensure each new lead is properly tagged. Watch this video to see how to add the year tag to your Lead Capture Forms.