Quote Tags
Tags are flexible labels used for quick filtering and reporting (e.g. hot-lead, renewal, export, needs-tech-review).
Location:
- Sales → B2B Quotes → Quote Tags
Best Practices
- Keep tags lowercase and consistent (choose one style)
- Prefer tags for temporary markers; use categories for stable classification
API & Import/Export
The REST API add-on provides tag endpoints (including “popular tags”).
See:
Screenshot placeholder: tags grid + popular tags
File:./_screenshots/admin-tags.png