The following article reviews how to associate a Tag with a Corporate Account using the Tag Manager.
Proceed to Operations > Tag Manager, and click on the Corporates tab.
All active Corporate Accounts will appear on the right under Available Corporates.
- Select the desired Tag under the Name column (ensure the black arrow is pointed at the correct tag)
- Select the desired Corporate Account under the Available Corporates list (ensure the black arrow is pointed at the correct Corporate Account)
- Click the green arrow to move the Corporate Account onto the Tag
- Click Post to save
NOTE: If attaching more than one Account to the tag, repeat steps 2-3 before clicking Post.
Once the Corporate Account(s) have been successfully added to the tag, they will appear under the Attached Corporates list on the left.
