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How to create tags for your deals pipeline

Improve pipeline organization with deal tags to track progress and prioritize opportunities.

Updated over 3 months ago

Step 1: Click on the "Settings" button in the top menu bar. Once redirected to the Settings page, scroll down to the "Deals & Sales Pipeline Settings" section and select "Deal Tags".
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Step 2: You are now on the Deal Tags Settings page. Here, you can create custom tags for your deals to improve organization.
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Step 3: Enter the deal badge name you want to use for your pipeline deals.
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Step 4: Once you've chosen a deal badge name, enter it in the required field and click "Create Badge" to save.
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Step 5: Repeat Step 4 for as many deal badge names as you need to support your pipeline organization strategy.

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