When deals are complicated it can often be hard to decide how to allocate the deal, via product? via lead source? via proposal?

When a deal has many complexities Tubular Tagging can be used to ensure you stay aligned.

Assign a Tag to a contact

Click the Tag label under Tags and create or select the your Tag label..

Filter By Tags

Click select the Tag

  1. Example - Cold call tag selected. All Cold calls seen.

Adding Tags to DealsĀ 

  1. Click on Deals and Select the Tag under the deal name

Filter Deals By tags

  1. Click on "filter by tags" and select the tags you wish to filter.

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