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Categorizing activities

Setup tags to provide extra context

James Graham avatar
Written by James Graham
Updated over a week ago

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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