New
Workflows
Tags for Pursuits: Categorize Opportunities Your Way
Shared by Mitt • CLEATUS now supports custom tags in Pursuits, giving you powerful new ways to manage your pipeline:
CLEATUS now supports custom tags in Pursuits, giving you powerful new ways to manage your pipeline:
✅ Add tags like “High Priority,” “Sub Needed,” or “Follow-Up” ✅ Filter and group opportunities by tag in List View ✅ Segment your pipeline by opportunity type, team focus, or strategy
💡 Pro Tip: Tags are especially useful for managing large pipelines or collaborating across multiple teams. Start tagging today to keep your Pursuits organized and actionable!