With our latest enhancement, you can now easily add deals using the new Tags option within Add Deals! Simply enable tags in Manage Fields to assign relevant tags while creating a deal card. This allows you to quickly filter, organize, and manage deals more efficiently within your pipeline.
Use Case: Users will be able to quickly filter, organize, and manage deals more efficiently within their pipeline, ensuring better visibility and smoother deal tracking.
To View the Enhancement:
Note: To add the Tag field, you must first enable it for the specific pipeline under the ‘Managed Fields’ option. Once enabled, the Tags field will be visible when adding a new deal card.
Once the Tag option is enabled in the ‘Manage Field’ section within the Update Pipeline for a specific pipeline.
- Navigate to the Pipeline module, then select “Add Deal.”
- Within “Add Deal,” a “Tags” option has been implemented.
- Select it to add tags.
- Click to select within the Array of Tags.
- Add the Tags Name.
- Click Create.
- Tags will then be created successfully.
- Tags will then be attached to the Deal Card Created.
