How do I add Tags to multiple Deals or Projects at once?
With Cloze you can add Tags to your Projects and Deals and then use them to search. Once a Tag is created it is available to be used for organizing People, Companies, Projects and Deals.
Tags allow you organize People, Companies, Tags and Deals. Tags are helpful when you are trying to organize Deals or Projects that span different Segments and want to share this organization with your team on Cloze. For example a tag that tracks deals originating from attendance at a trade show like "Mobile-World-Congress-2019" could be used for both "Deals" and "Special Projects". Learn more about creating Tags here.
Cloze also offers Custom Fields to help your further classify your People, Companies, Projects and Deals. When enabled, Custom Fields appear in the Relationship section for People and Companies and in the Project (or Deal) Status section. Custom Fields are also shared with your team members if you are using Cloze Business. Custom Fields are highly recommended as an alternative to Tags when adding organizational structure around a specific Segment. Learn more about Custom Fields here.
1.) On the Project or Deal section search or filter for the Deals or Projects to which you wish to add a Tag and then tap on the check mark next to their names.
2.) When you are done, tap on the Bulk Change icon.
3.) Scroll down on the menu and tap on the dropdown next to Add in the Tags section. Then select your tag and tap on Save to apply the tag to your selected Deals or Projects.