21.3.6. Opportunity Tags

A General description of Tags can be found here.

Tags can be accessed by going to the Summary of the Opportunities Detail. Users who have adequate permission can associate existing tags with an Account or can create new Tags.

Tags can be managed using the Tags button on the OpportunitiesButton bar. This option is visible to all administrators and users who have privilege to manage Tags.

See Also:

Creating a New Opportunity

Bulk Options

Editing Opportunities

Searching and Filtering Opportunities

Creating Reports

Shared Items