1. Go to the Quotes Module.

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

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

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.

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

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

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