Tags on deals

Deals use the same tags as contacts. Filter the board and the list by tag, change many deals at once and tag deals in automations.

Group deals the way you work, for example "Relocation" or "First-time buyer".

Tag a deal

Add or remove a deal's tags in its header, or when you create the deal. Deals use the same tags as contacts. Contacts → Tags shows how many contacts and deals have each tag.

Find and change deals by tag

• On Deals, select Filters, then choose a tag in Tag. The board and the list both use it.
• The list has a Tags column.
• To change many deals, select them in the list. Then select Bulk actions, then Add tag… or Remove tag….
• Select Select all … matching to change every deal that matches, not only this page.

In automations

In a deal automation, Add a tag and Remove a tag work on the deal. Under Runs on, you can tag the deal's primary contact or a person in a role, such as the referrer.

Claude, ChatGPT and Muse can find deals by tag and add or remove a tag on many deals at once. See Find deals by tag and Steps.