Can I Auto-AssignTags 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.