Steps to add tags for quotes through bulk tagging.

 
 

1. Go to the Quotes Module.

 
Click on Quotes
 
 

2. Click on the options menu (3 dots) and under manage tags select 'Tagging Machine'.

 
Click on Open demo menu
 
Click on Tagging Machine
 
 

3. Select one or more quotes contacts to whom you wish to assign tags. 

 
Click on tableRowactive
 
 

4. Input the tags using the tagging machine and click enter to create the tag chip.

Note: The 'View Tags' option will show you all the custom tags associated with the selected contacts.

 
Click on Chips input.
 
 

5. After entering the tags, click on "Apply Tags." This will add the tags to the selected quotes.

 
Click on Apply Tags
 
 

6. To see the tags, navigate to the particular quote.

 
Click on John Stanly…
 
 

7. Under the 'Tags' section you will see the tag under custom tags.

 
Click on Tags