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Add Tags to Opportunities

This article describes how to add tags to your Opportunities

Matthew Attou avatar
Written by Matthew Attou
Updated over 3 months ago

Note: This article has been updated to reflect recent changes in the software. Please review the new information to stay up to date with the latest features and improvements.

Step-by-Step Instructions:

Step 1. Navigate to your Capital Raise.

Step 2. Click Opportunities and ensure you're in the Grid view.

Step 3. Check off the applicable Opportunities, or click the top checkbox to select all.

Step 4. Click Actions and choose Add Tag. You can also Remove Tags.

Step 5. Enter the Tag name and click Add Tags. You can add as many as you'd like!


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