How subcontractors can add tags to opportunities

What are tags?

Tags are short, custom labels you can add to tenders to flag and keep track of important information for reporting purposes. 

How do I add tags to tenders?

To add tags to a tender, click on the tender and navigate to the “Overview” tab. Find the “Internal Use” card on the right-hand side of the tender. 

Click into the "Tags" field.



Type a custom word or phrase in the “Tags” field to create a new tag and click "Add" or select an existing tag from the drop-down list.

You can add an unlimited number of tags to each tender. When a new tag is created, your team will be able to add it to any other tenders moving forward. 



Click away and your tags will be immediately saved.

You can now filter your Tenders dashboard based on tags and more easily find the tenders you are looking for.