You can apply tags to clients and proposals which can be used to search for and filter by to create custom lists. With the help of tags, you can create filters for quick access and create custom list that can be exported for additional manipulation.

The tagging system is freeform; you can just type a tag to create one and once it's been added it can be suggested and selected for other records.

Tagging a Proposal

Proposals can be tagged after they have been created. You can input tags on the text box on the lower right-hand side of the proposal's summary page.

Tagging a Client

Clients can be tagged during creation/editing as well as once they are saved. You can input tags on the tags text box on the Details tab when creating/editing clients.

Check out this article to learn more about creating filters using tags.

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