+1
Under review

Automatic Tagging

phillipwebb95 1 month ago updated 1 month ago 3

Several scenarios,

- Automatically tag new deals if they contain certain information.

-Select many deals based on a filter and assign a tag to them all in one go.

Under review

Hey! How exactly do you want to tag new deals? 

There is no such feature now, but could you clarify how do you want to automate it? 

In a similar way to an email rule, so if a new deal is generated from my form and one of the fields contains a certain word such as 'Virtual Reality' or 'VR' then add the tag that I've created called 'VR'.

Here's an example of how it works in Zoho Mail when a new email arrives.

We'll plan this feature. Thanks for suggestion.