Adding Tags to an Opportunity

Tags help you categorize and organize opportunities for easier tracking and filtering. Here's how to add tags to an opportunity:

Step 1: ROS Setup

Before users can add tags, an admin must first create and manage the tag list in ROS.

Step 2: Adding Tags to an Opportunity

Once tags are inputted into ROS, follow these steps to add them to an opportunity:

1. Open the Opportunity you want to add tags to.

2. Locate the Tags field.

3. Click into the field and start typing to search for an existing tag from the admin-created list.

4. Select the desired tag(s) from the list.