Managing opportunity tag types
📣 You can only manage Opportunity Tag Types in Settings. Opportunity Tags are managed at the Opportunity level. Learn more here.
To create new opportunity tag types (like “Technology” or “Service”), and to control which tag types get auto-tagged on Jeli opportunities, go to Settings > Opportunity> Tag Type.
Opportunity tag types are the broader categories to help organize your opportunity tags. Examples include:
Services
Technology
Teams
Vendors
Severity
Impact
...and more!
Opportunity tags are the subcategories that are applied at the opportunity level. Opportunity tags can look like the following:
Technology (category)
Slack (subcategory)
PagerDuty (subcategory)
...etc
📣 Learn more about Opportunity Tags and using Opportunity Tags for Cross Incident Analysis
Turning auto-tagging on and off
Tags can be applied automatically by Jeli, or manually by you. You can determine which Opportunity Tag Types get automatically auto-tagged by Jeli by using the toggle on/off button as shown below:
📣 If you toggle off auto-tagging for an Opportunity Tag Type, you will still be able to manually tag Opportunities using Opportunity Tags.
📣 If you run into any issues during setup, reach out to support@jeli.io or live chat from any screen in Jeli, we're here to help!