Content of this article
- Preliminary remarks
- Assign a Tag to an Offer
1. Preliminary remarks
In order to use sales-based rules and selling paths, corresponding tags must be assigned to the offer.
For sales-based rules, only the source offer needs a tag.
For selling paths, both the source and the target offer need tags.
2. Assign a Tag to an Offer
In the menu item Offers in the list view open the desired offer in the detail view.
- In the action bar, click on the drop-down menu Extended Offer Data.
- Click on Assign Tags.
Tags can be assigned to the entire offer, a product or a step within the offer.
- Use the drop-down menu to select the desired tag.
The tags are sorted by type (rule, selling path, custom, reports).
After saving, a tag symbol appears next to the name of the offer in the list view to make it easier to see whether this offer has been assigned tags.
3. Exception Reporting-Tags
Reporting-Tags werden einem Produktvertrag zugewiesen.
Dazu einen Produktvertrag erstellen und im Formular das entsprechende Reporting-Tag auswählen.
3. Ausnahme Reporting-Tags
Reporting-Tags are assigned to a product contract.
Create a product contract and select the reporting tags accordingly in the form.