Managing Tags for Opportunities in Outplay
Outplay now allows users to add or remove tags for opportunities efficiently. Users can update tags for a single opportunity or apply changes in bulk, making it easier to organize and categorize opportunities.
Navigate to the Opportunities Page
Go to the Opportunities section in Outplay.
Select the opportunity you want to update.
Manage Tags
Click on the Edit Tags option.
Add new tags by entering them or selecting from existing tags.
Remove tags by clicking the X next to the tag name.
Save Changes
Click Save to apply the tag updates.
Navigate to the Opportunities Page
Go to the Opportunities section in Outplay.
Select Multiple Opportunities
Use the checkboxes to select multiple opportunities.
Manage Tags
Click on the Bulk Actions menu.
Choose Add Tags to apply tags to all selected opportunities.
Choose Remove Tags to remove specific tags from all selected opportunities.
Save Changes
Click Apply to update tags for all selected opportunities.
Tags help categorize opportunities for better organization and filtering.
Bulk actions save time when managing multiple opportunities at once.
Users can search for opportunities based on tags for improved tracking and analysis.
This new feature enhances opportunity management in Outplay, making it more efficient and streamlined.
If you have any questions, please support@outplayhq.com.
How It Works
Adding/Removing Tags for a Single Opportunity
Navigate to the Opportunities Page
Go to the Opportunities section in Outplay.
Select the opportunity you want to update.
Manage Tags
Click on the Edit Tags option.
Add new tags by entering them or selecting from existing tags.
Remove tags by clicking the X next to the tag name.
Save Changes
Click Save to apply the tag updates.
Adding/Removing Tags in Bulk
Navigate to the Opportunities Page
Go to the Opportunities section in Outplay.
Select Multiple Opportunities
Use the checkboxes to select multiple opportunities.
Manage Tags
Click on the Bulk Actions menu.
Choose Add Tags to apply tags to all selected opportunities.
Choose Remove Tags to remove specific tags from all selected opportunities.
Save Changes
Click Apply to update tags for all selected opportunities.
Additional Notes
Tags help categorize opportunities for better organization and filtering.
Bulk actions save time when managing multiple opportunities at once.
Users can search for opportunities based on tags for improved tracking and analysis.
This new feature enhances opportunity management in Outplay, making it more efficient and streamlined.
If you have any questions, please support@outplayhq.com.
Updated on: 13/02/2025
Thank you!