Tagging a Proposal

Video Tip - Go to the 6:05 mark of the video to view information on how to add Tags to Proposals.

By tagging Proposals, you can organize your Proposals into groups; conduct searches for these tagged Proposals; and run Proposal reports using Tags as a sorting parameter.

To Tag a Proposal:

  1. Use one of these three ways to access the Proposals tool:
    • Click on the "Proposals" tool button on the Event or Lead Dashboard.
    • Use the Quick Launch or Switch Event tool to select the appropriate Event and the "Proposals" tool.
    • Click on "Proposals" in the main navigation bar.
  2. Find the Proposal to which you want to add one or more Tags and click on it.
  3. Find the "Tags" area and click on the "Add" button.
  4. Click in the field to select one or more Tags to apply to the Proposal.
  5. Click "Save" when you are finished.

To Remove a Tag From a Proposal:

  1. In the Proposal Dashboard, find the "Tags" area and click on the "X" next to each of the Tags you wish to remove.
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