Tags

 can the tags in Opportunities carry over to Organization?
 For instance, if my Client is tagged as a Hot Prospect in Opportunities, Can I go into Organizations and find the same tag

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  • Hi Elizabeth, 

    I don't believe that this happens automatically when you create an opportunity for an organization. However, it is VERY easy to create the same tag for the opportunity. You would do that the same way you would create any tag. 

    Another thing you can do is bulk tag, let's say all the Opportunities you created this week you want to tag as "Hot_Prospect" you can filter by all Opps created this week then select the bulk tag option at the top and you can tag them all at once. More info on bulk tagging can be found here. I hope this helps!

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