Adding tags and internal notes to members
How can I add tags to members?
How can I add internal notes to members?
You can add tags to deal room members when application and member tags are enabled in your deal room. You can enable/disable them in deal room Settings > Preferences > Setup > Application and member tags. When tags are enabled, you are also able to set up a predefined list of member tags for use in your deal room in deal room preferences. You and your team members can choose tags from the predefined list as well as add tags that are not included in the list when adding tags to members. Tags can be added only by members who have full edit members access.
To add tags to a deal room member:
go to the “Members” tab (from the left-side menu)
locate the relevant member in the members' list
open the actions menu of the member (three dots on the right side)
choose “Edit”
find the “Tags” section where you can add tags by clicking on “Add a tag”
To add tags to multiple members at the same time:
go to the “Members” tab
multi-select the members you want to add tags to by clicking on their profile picture
open the “Actions” menu that appears on top of the members list
choose “Edit tags”
The same applies to removing tags from multiple members at once.
Member tags are visible to all deal room members who have ‘View members’ or higher members access. You can filter members by tags from the filtering section or use the filter search.
You can set up the desired order of predefined tags with drag-and-drop to easily access frequently used tags or you can order tags directly in the funnel.
While editing members, you can also add internal notes to members. Internal notes are visible only to members who have full edit members access. You can use separate notes search to find members by internal notes.
How can I add internal notes to members?
How can I add tags to members?
You can add tags to deal room members when application and member tags are enabled in your deal room. You can enable/disable them in deal room Settings > Preferences > Setup > Application and member tags. When tags are enabled, you are also able to set up a predefined list of member tags for use in your deal room in deal room preferences. You and your team members can choose tags from the predefined list as well as add tags that are not included in the list when adding tags to members. Tags can be added only by members who have full edit members access.
To add tags to a deal room member:
go to the “Members” tab (from the left-side menu)
locate the relevant member in the members' list
open the actions menu of the member (three dots on the right side)
choose “Edit”
find the “Tags” section where you can add tags by clicking on “Add a tag”
To add tags to multiple members at the same time:
go to the “Members” tab
multi-select the members you want to add tags to by clicking on their profile picture
open the “Actions” menu that appears on top of the members list
choose “Edit tags”
The same applies to removing tags from multiple members at once.
Member tags are visible to all deal room members who have ‘View members’ or higher members access. You can filter members by tags from the filtering section or use the filter search.
You can set up the desired order of predefined tags with drag-and-drop to easily access frequently used tags or you can order tags directly in the funnel.
How can I add internal notes to members?
While editing members, you can also add internal notes to members. Internal notes are visible only to members who have full edit members access. You can use separate notes search to find members by internal notes.
Updated on: 28/09/2023
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