MCA Suite allows clients to associate "tags" to each Deal in the workspace. Tags are used to help categorize your Deals and can be filtered on the Deals list page:
Tags must be first created before they can be associated with Deals. To create tags, locate and click on the "Setting" icon on your workspace:
On the "Settings" page, locate the Tags icon and click on it:
From the Tags page, you can create new tags by entering a tag, follow with a "+" to save the tag. You can also edit and delete existing tags.
Once you have created tags, you can go to the Deal Detail page's General section to associate tags with an existing Deal.
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