Tags allow opportunities to be organized loosely using various properties. Once tagged, the opportunity can be filtered using the Tags. OfficeClip allows two levels of hierarchical tagging.
Tags can be accessed by going to
the Summary of the
Users who have adequate permission can associate existing tags with
Opportunity or create new
To associate a tag with opportunities:
Opportunity that is to be
On the right side on the Opportunity summary, you will see; click .
Check the appropriate box and click.
In the Opportunity Summary, you will be able to see the tag added.
To edit a tag, click on thebutton and you can change the tags.
You can also Delete or Modify a tag group and Ungroup tags.
To Delete a tag, select the tag you want to delete and click.
To Modify a tag group, select the tags you want to change the group for and click. Then, enter the Group name you want to associate with your tag and click .
To ungroup tags, select the tags you want to ungroup and click.