Go to the appropriate section in the main navigation bar ("Proposals", "Invoices" or "Contracts") - OR - click on the Proposals, Invoices or Contracts tool button in an Event or Lead dashboard.
Find the appropriate Proposal/Invoice/Contract and click on it.
Find the "Tags" area and click on the "Add" button.
Select one or more Tags from the dropdown menu to apply to the item.
NOTE: This dropdown menu is searchable; to search, just click in the field and start typing.
Click "Save" when you are finished.
To Remove a Tag From a Proposal/Invoice/Contract:
Go to the appropriate section in the main navigation bar ("Proposals", "Invoices" or "Contracts") - OR - click on the Proposals, Invoices or Contracts tool button in an Event or Lead dashboard.
Find the appropriate Proposal/Invoice/Contract and click on it.
Find the "Tags" area and click on the "X" next to each of the Tags you wish to remove.
