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What is sync tags mean?
What is sync tags mean?
Updated over a week ago

First, you need to connect a CRM tool to the platform to sync your deals and companies. Check out this article for more information about how to connect.

Navigate to the Tags page in the platform. Click on the Sync Tags button on the top-left corner of the page. The platform automatically syncs your deals and companies from the connected CRM tool.

You can see which platform the data came from in the deal and company section.

You can also add your deals and companies manually by creating them.

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