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Working with tags and tag groups
Working with tags and tag groups

Tags are really powerful! Learn here how to deal with tags

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Written by Support
Updated over a week ago

Tags & tags groups defined

Tags are great for quick categorization of deals, companies, and people. Tags are essentially labels you can give to deals (e.g. B2B, Saas or Fintech) and tag groups are collections of logically interrelated tags (e.g. Industry, Business area or Technology).

By default, Zapflow comes with tag group options in all our available modules: Deals, Fundraising opportunity, Commitment, Holding, Fund, Contact, Company, Real estate, FoF asset, Generic asset, and Investor.

Adding tag groups

When you need to add new tags to your list of available tags, simply 

  1. Navigate to Main Menu > Company settings > Field settings

  2. In the preferred module, click the tag you want to activate in your desired module

  3. Save to confirm.

Adding tags

  1. Navigate to tag groups in any module and directly add the name of a tag and you can create a new tag.

  2. Please note that tags within a tag group are unique but you can have the same tag in different tag groups.

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