Adding Tags using Payaca Mobile
How to tag deals and events when using the mobile app
Luke Johnson avatar
Written by Luke Johnson
Updated over a week ago

You can set up automations that trigger when you apply tags to events and deals.

These automations could be progressing the deal down your pipeline, or sending out a customer communication, keeping them in the loop (check out our automations help guide for more information).

To add a tag to either a calendar event or deal using the mobile app, simply click the tag icon (see screen shots below):

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