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
- Example - Cold call tag selected. All Cold calls seen.
Adding Tags to Deals
- Click on Deals and Select the Tag under the deal name
Filter Deals By tags
- Click on "filter by tags" and select the tags you wish to filter.