Edit TAGS on Pipeline Page | Voters

Edit TAGS on Pipeline Page

complete

Kollatrr

I have more than 200 Leads for Changing the TAG i need to go into 200 Leads for changing the TAG, Rather i should have an option to on the attached screen only i should be able to change the TAG Value. This is more convenient and increases productivity.

August 24, 2023

Vaidik from Refrens

marked this post as

complete

Vaidik from Refrens

Hi @Kollatrr: this is also live. You can add/edit/remove tags from across all the dashboard pages.

Mitesh from Refrens

marked this post as

in progress

Mitesh from Refrens

Hi Kollatrr, You can now edit labels directly from the pipeline dashboard:
See details:
https://refrens.canny.io/changelog/addedit-labels-directly-from-leads-dashboard
We are also working on improving the same for Invoice/PI and other sections as well.

Kollatrr

Awaiting Response...We should have an option to chnage TAG on the Tabulation Page rather than to inside each LEAD and Change.

Janvi from Refrens

Kollatrr: It's currently under review, We will keep you informed of any updates regarding this. Your patience in this matter is greatly appreciated.

Vaidik from Refrens

marked this post as

under review

Kollatrr

Should have option to EDIT Tags in INVOICE / PI & QUOTATION SECTIONS too