Articles on: Funnel and Applications

Adding tags to company applications

Tags are useful for adding keywords and other short pieces of information to applications in your funnel for quick overview and filtering. To use tags, you have to have this functionality turned on in your deal room settings. To enable/disable tags, go to the 'Preferences' tab, scroll down to 'Application and member tags', tick/untick 'Enable tags' and click 'Save'. When tags are enabled, you can also set up a predefined list of application tags you want to use in your deal room. When you or your team members start adding tags to an application, they can choose tags from the list as well as add tags that are not included in the predefined list.

It is possible to add tags to an application in the funnel list view (in the 'Tags' column) as well as in the company application view (from the 'Tags' section on the right sidebar). You can also add tags to multiple company applications at once in the funnel list view. To do that, select multiple applications you want to add a tag to and choose ‘Edit tags’ from the ‘Actions’ menu that appears on top of the funnel. You can add tags to all selected applications at once in the dialogue that opens. The same applies to removing tags from multiple company applications at once.

Only members who have full edit companies access can add tags to applications. Tags are visible to all deal room members who can see the company application.

Updated on: 29/11/2022

Was this article helpful?

Share your feedback


Thank you!