Tags
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      2. Managing Your Organization (Administrator)
      3. Tags

      Can I Auto-Assign Tags to Users?

      org tags

      Similar to auto-assigning Qualifications or Roles, Tags can be auto-assigned on Form Questions responses. The answer type will need to be one of the following to use the auto-assign Tag feature;

      • Checkboxes

      • Dropdown

      • Buttons

      • Yes/No Buttons

      Tags are able to be auto-assigned at both Organization and Opportunity levels.