How to Add Custom Tags for Transactions on Web

Categorize and identify specific deal attributes quickly by applying preset or custom labels to any transaction.

• Quick Add: Select from pre-set tags like "Quick Closing" or "Delayed Occupancy" during creation or editing.

• Create Custom Tags:

  • Navigate to the Tags section in the transaction editor.

  • Type a unique label into the Add custom tag field.

  • Click Add to create the tag.

• Management: * Remove tags by clicking the X on the tag bubble.

  • Custom tags appear in the Overview drawer for quick identification during file reviews.