Assign Interest Tags to Records

On client record pages where you've added the Interest Tags component, such as Person Account, your users can assign interest tags to track a client's interests and attributes.

Required Editions

Available in: View product and edition availability

User Permissions Needed
To assign Interest Tags:	A product-provided permission set and other required permissions. Learn more.

In the Interest Tags component on a record page, click All Tag Categories, and then select a tag category to filter by.
Enter an interest tag name and press Enter to search.
Select an interest tag to add.
All interest tags assigned to the record are organized by tag categories.