CRM - Add Lead Tag to the Opportunity

See how it is possible to add your Lead's Tags to the Opportunity. This makes it visually easier for your strategy based on this information.

Follow the steps below to insert the field:

1. Insert the Field;

• Go to the CRM via “Find Services”. Or just type the name, and the function appears.

• Open an Opportunity card by clicking on the title;

1. Configure and Save:

• In “General”, click the gear and then “Edit/Remove”;

• In "Contact" click "+ add field" and choose Tag; you can add more Lead fields;

• In “General” click the ✔️ symbol

• You can also add new Tags to the Lead from the Opportunity.

And that's it, the Opportunity card already has the Lead's Tags!