Your team can tag an entire activity with customizable tags. Tags can belong to categories of their own for even more flexibility. Examples might include:


  • Closing Techniques
  • Objection Handling


  • Search (On Premise)
  • Search (Hosted)
  • Backup Pro

By default, your account will have some examples. You can change these as follows:

  1. Click Organization > Coaching > Activity Tags
  2. Click Add Category or Edit to configure an existing one
  3. Provide a name and toggle it to be available
  4. Click Save

To change individual tags, just click on the Tags button and follow the same flow.

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