Tags

Use tags to label quotes, enquiries and opportunities by event type, customer group or anything else you sort your work by, then filter by them wherever you work.

Understanding Tags

A tag is a coloured label, such as “Wedding”, “Corporate” or “Boat Shed”. Your account has one set of tags, and the same tags work on quotes, enquiries and opportunities. A lead tagged Wedding on the CRM board is still tagged Wedding once it becomes a quote.

Creating Tags

Go to Settings and choose Tags, then click New tag. Give it a name and a colour, and save. The same page lists every tag you have, with a search box and an Edit button on each, so you can rename a tag or change its colour at any time.

You can also create a tag on the spot: type a new name into the search box of any tag picker and press Enter. Puree creates the tag, gives it the next colour in the set, and applies it straight away. If a tag with that name already exists, it uses that one instead of making a duplicate. You can change its colour later under Settings → Tags.

Tagging a Quote

Open the quote. The tags sit above the quote card: click Add tag, then click the tags you want. Click a tag again to take it off.

Coloured tags show against each quote on the Quotes page, so you can pick them out at a glance.

Tagging Enquiries and Opportunities

There are several places to do it, so you can tag a lead wherever you happen to be working:

• On the CRM board. Every board has a Tags column next to the name. Click + Tag (or the tags already on the row) to open the picker. Type to search your tags, click one to add it (click it again to take it off), or type a new name and press Enter.
• In the Manage panel. The same picker sits under the name at the top of the panel.
• When you log it. The Log enquiry and New opportunity forms have a Tags field. Click + Tag, search for the tags that apply and click them, or type a new name and press Enter. New tags are created when you save.
• On the enquiry page. The tags sit beside the account manager at the top.

When you convert an enquiry or opportunity to a quote, its tags come across to the quote automatically, alongside the notes and files.

Filtering by Tags

• Quotes page: use the Tag filter at the top and choose a tag to show only the quotes that carry it. It combines with the other filters, so you can see, for example, only upcoming accepted quotes tagged Wedding. Choose All to remove it. You can also type a tag’s name into the search box. See The Quotes Page.
• CRM board: the Tag filter sits beside Account manager. It applies to every board, the counts on each tab, and the figures on the Quotes lost and Quotes won boards. It is remembered between visits. See CRM Boards.
• Calendar: filter the month by tag. Enquiries you choose to show on the calendar follow the same filter.
• Reports: the sales and revenue reports can be narrowed to one or more tags.

Getting the Most Out of Tags

• Keep the list short. A handful of tags you actually filter by is worth more than dozens nobody remembers to apply.
• Tag leads early. A tag added to an enquiry carries through to the quote, so the Won and Lost figures for Wedding include the work that started as a phone call.
• If you use a tag to choose a quote template automatically, that works for converted enquiries too, because the tag is already on the quote when it opens.