一、功能介绍
智能标签支持根据用户【提交表单】的行为，自动打上配置好的标签，便于分层管理客户。
二、权限范围
（一）操作权限
若各角色都配置了【智能标签、智能标签编辑】，则可以进行以下操作
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功能
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是否可操作
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|---|---|
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添加规则
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所有角色均可操作
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编辑
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所以角色都只能编辑自己创建的规则
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删除
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普通员工只能删除自己创建的规则，管理员可删除全部
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（二）查看权限
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角色
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可见范围
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|---|---|
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一线
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自己创建的规则
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部分负责人
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自己和下属创建的规则
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管理员、超管
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全部规则
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三、操作流程
（一）功能入口
应用 >> 智能工具 >> 智能标签 >> 进入【智能标签】界面
（二）操作说明
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点击【添加规则】，进入新建界面
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根据需求，填写“规则名称、规则描述”，并打开启用按钮。
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在【适用范围】中选择提交移动表单加微，根据需求选择“提交所有移动表单加微 / 提交指定移动表单加微 / 提交指定员工创建的移动表单加微”。
（以下以“提交所有移动表单加微”为例）
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在【规则设置】根据需求「添加规则」
A. “规则一”可以这样设置：
（1）定义触发规则：根据业务需求填写具体的规则内容，然后设置各触发条件之间的关系（任一、所有）。
比如可以设置“条件一为地域属于北京市”、“条件2为公司规模为100-499”，设置满足以下“任一”条件时即可触发打标签的动作。
（2）设置满足条件时添加的标签：点击「+标签」，在标签选择器中选择合适的标签，点击确定。如果您想要多打几个标签，则可以继续点击「+标签」继续添加标签。
注意：此处只能添加系统中已经创建好的标签，如您需要编辑系统的标签体系，需要让管理员登录企业微信管理后台进行设置。
具体操作步骤见：打标签（内含如何设置标签体系）-卫瓴·协同 CRM 帮助中心中的如何设置企业的标签体系？
B. 设置多条规则
可以点击「+添加规则」，继续添加规则。各条规则之间是“或”的关系，即只要满足任何一条规则，都会被打上对应的标签
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信息填写完毕后，点击确认，即可成功创建规则。可在标签列表中看到创建好的规则信息。
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点击【编辑】可以调整规则的内容；如果不需要该规则，也可以点击【删除】，删除该打标规则
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