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
Navigate to Main Menu > Company settings > Field settings
In the preferred module, click the tag you want to activate in your desired module
Save to confirm.
Navigate to tag groups in any module and directly add the name of a tag and you can create a new tag.
Please note that tags within a tag group are unique but you can have the same tag in different tag groups.