There is a visual way for you to quickly see which brand records belong to you with color-coding.
For every brand you set up, tag it with a color. Go to Groups, Tags, & Locations and choose a brand or create a new one!
This will show up on the records like so:
You can also add it as a column to view it in the ATS, CRM & also in Advanced Search results.
“Will Vincere auto-tag brands as new records are created?”
Yes. Vincere will tag a user’s primary brand as default during the creation of the record. However, you can easily edit them before it’s created.
Only the primary brand is tagged even if you are assigned to more than one brand.
Primary brand is assigned per user in User Settings.