Company Settings - Tags

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In this article, we will look at the following:

The Tags page

  1. Under Company, go to Settings > Tags

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  2. This will take you to the Tags page

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Adding Tags

  1. Click the +Create button at the top right of your screen 

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  2. This opens the Create Tag Category popup 

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  3. Type in the tag title and tag
  4. Click Save

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Editing Tags

  1. Click the overflow menu

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  2. This opens the Edit Tag Category popup

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  3. Once you have made your changes, click Update

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  4. You can add new Tags to a category by clicking + Add Tag

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Deleting Tags

  1. Click the overflow menu

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  2. This opens the Edit Tag Category popup

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  3. Click Delete

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Tags and Deals

Once created, you can apply these Tags to deals and use them to filter the deals on the deal board. You can also use Auto-tags to apply these tags automatically to deals that meet certain requirements. You can read more about Auto-tags at: How to Use Auto-tags.

To manually add a tag to a deal, click the Tags field on the Edit Deal page. 

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You can then choose one or multiple Tags from the dropdown. 

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Once you have selected your Tags, save your deal. 

On the deal board, you can select one or multiple Tags. 

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When you save the board, it will only display the deals that have the selected Tag(s). 

 

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