How do custom Opportunity tags work on Vome?
Overview
Custom opportunity tags let organizations classify, filter, and report on opportunities however they like. You can:
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Show tags to end users: This would effectively show the opportunity tag on your organization’s info page (both on the opportunity card and as a filter), and it would additionally be shown on the opportunity landing page.
Hide tags: You can use them purely for internal reporting (e.g. when viewing the Reservations & Hours Log report)
Step 1: Add a Custom Tag to an Existing Opportunity
Go to your Opportunities page from your left-hand side
From the Actions dropdown (in the middle of the page), click Update details
Click Edit next to Opportunity Tags
Step 2: Create a new custom tag
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Click New Tag
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Enter a Tag Name (e.g. “Location A”).
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(Optional) Check Visible to Users if you want users to see and filter by this tag from the org info page and opportunity landing page.
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Click Save.
To run a report by tag, simply go to Reports → Reservations & Hours Log and you will see it as a column!
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