Adding tags to an opportunity allows you to highlight specific requirements and details that can be used during dispatching. For example, tags are helpful for labeling VIP customers, piano moves, and other data that might impact the number or type of resources assigned to the move. The dispatcher can see these tags and select the best resources for the job.
Add tags to an opportunity
Open an opportunity and click the Estimate tab.
In the Information section next to Tags, click the Add icon to add one or more tags. Then select them from the dropdown.
Customize your tags
The list of available tags are determined by your settings. To edit your tags or add new ones, go to Settings > Estimate Lists > Tags.