Tagging Proposals, Invoices and Contracts

To Tag a Proposal, Invoice or Contract:

  1. Go to the appropriate section in the main navigation bar ("Proposals", "Invoices" or "Contracts") - OR - click on the Proposals, Invoices or Contracts tool button in an Event or Lead dashboard.
  2. Find the appropriate Proposal/Invoice/Contract and click on it.
  3. Find the "Tags" area and click on the "Add" button.
  4. Select one or more Tags from the dropdown menu to apply to the item.
    • NOTE: This dropdown menu is searchable; to search, just click in the field and start typing.
  5. Click "Save" when you are finished.

To Remove a Tag From a Proposal/Invoice/Contract:

  1. Go to the appropriate section in the main navigation bar ("Proposals", "Invoices" or "Contracts") - OR - click on the Proposals, Invoices or Contracts tool button in an Event or Lead dashboard.
  2. Find the appropriate Proposal/Invoice/Contract and click on it.
  3. Find the "Tags" area and click on the "X" next to each of the Tags you wish to remove.

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