Tags can be added to a lead, project, or estimate. The tags can then be used in searches.
To get to Project Tags:
- Open the Lead Pipeline, Projects page, or Estimate page
- Find the project and click "Show more"
- Click on "Add Tags" to open up the Tag interface
You can apply an existing tag, or create a new tag by typing the name of the tag you would like to add, and press the blue "+ Add tag" button. You can add multiple tags to the same project.
To search for projects with a specific tag:
- Select the filter icon in the top right
- Type in the Tag you are looking for
- Click "Tags" from the drop-down
Your tag should appear under the search bar in the filter pop-up.
Once a page is filtered by a specific tag, only project leads that have that tag will display. You may have to click through various lead statuses to view all leads that have the selected tag.
Tags can be added and used the same way from the Projects page.
The same process can be used on the Estimates page. Also when viewing the project tags, you can remove any existing tags from the Project or Estimate by clicking the remove icon.
Tags can be deleted or the tag name edited using the 3-dot button by the name.
Questions? Let's Chat.
support@projul.com
(844) 776-5853