This is a YouTube video titled "CRM Tags Are Properties" created on July 19, 2023, featuring a discussion between two speakers about new features related to color-coded tags on deal and ticket boards in a CRM system. The speakers explain how these tags can now be used as properties in views, workflows, and reports to enhance data visualization and management.
Hey friends.
Got a fun little update to the.
Colored tags you can put on your deal and ticket boards. Check this out. So here I am on a deal board and we.
Added this ability to.
Add these color coded tabs a little while ago.
What we've changed is that these are now exposed as a property.
So if I go to view all properties here, this works for both deals and tickets. If I go to tags, we can.
See the deal.
Tags right here.
And since they're exposed as a property, that means you can use them in.
Views and you can use them in workflows and you can use them in.
Any of the places you use properties.
But my favorite place is.
Probably in reports.
So check this out. If we go to reports and if we would just create a report, we will go to the custom report builder and we will choose deals as our primary data source. And then we'll go over the sample reports and how about we choose this one? How many contacts are in each deal stage? In my default.
Pipeline, I'm going to break this down by deal.
Tags so.
That I can have color coded.
Bar graphs.
Awesome. This is now live. Check it out. Let me know what you think.
Let me know if you have any questions.
