How to apply tags to my Opportunities?

Updated on November 6, 2017 11:42PM by Admin

Tags help you organize your opportunities into groups such as Red companions, Blue bells etc. You can add multiple tags to your opportunity. When you create an opportunity you can apply tags from creation page, and also you can update the tags for existing opportunities.

Create your tag

Learn more about create a tag.

Follow the steps below to apply tags to opportunities.

Apply your tags to your Opportunity

  1. Log in and access Opportunities App from your universal navigation menu bar.
  2. Click on “Create” button from left navigation panel.
    Create option
  3. Select your tag from “Tags” field as shown in the image below:Tags
  4. You are also allowed to choose "Multiple tags" for your Opportunities as shown in the image below:Multiple Tags

Learn more about Create and organize tags.

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