What are tags and why would I use them?


What is a tag?


Tags are a way of assigning keywords or terms to classify and categorize your database in RFP360.

The tags you create and assign are only visible within your account and are not displayed to those you issue or respond to. 

Why would I use a tag?


Utilizing tags across your account allows you to keep your content organized, helps you find information quickly using filters and search, and can aid in keeping your Vendor and Contact information up-to-date.

By using tags, you and your team can locate information in a swift and efficient manner when responding to or issuing proposals, questionnaires, and profiles.

Essentially, tags help with database management. 

You may want to tag content to denote things such as market segment, product line, type of customer, division of the company that owns the content, etc. 

What things can I tag?


For RFP Respondents, you can tag:
  • Proposals
  • Profiles
  • Knowledge Base entries
For RFP Issuers, you can tag:
  • Vendors (Companies and Contacts)
  • Clients (Companies and Contacts)
  • RFPs
  • RFP Library (RFP Templates, Sections, Lists, and Tables)

DOs and DON'Ts of tagging:

  • DO tag all Knowledge Base entries with 1-4 tags per record
  • DO establish 30-50 common tags across the organization to collectively use
  • DO make the established list of tags available to all users to prevent the creation of duplicate tags
  • DON'T use overly specific tags on Knowledge Base entries
  • DON'T add 5+ tags to Knowledge Base entries
  • DON'T create hundreds of tags
  • DON'T duplicate tags

Other articles related to tagging best practices you may want to check out: 

How do I add and remove tags?

General

  1. How do I get started?
  2. What browsers can I use for RFP360?
  3. How do I log in to RFP360?
  4. We've been invited to a Profile or RFP. Where is my invitation email?
  5. Why am I not getting emails from RFP360?
  6. What if I get locked out of my account?
  7. How do I unlock locked out users as an Administrator?
  8. How do I update password rules for users?
  9. How do I reset my password?
  10. What are some basics about the Home page I should know as I get started?
  11. Is there a spell check feature? What about auto-translate?
  12. How do I integrate RFP360 into Salesforce CRM?
  13. How do I initiate a new Proposal using my Salesforce integration?
  14. What is an account hierarchy?
  15. What are tags and why would I use them?
  16. How do I add and remove tags?
  17. How do I manage and cleanup my tags at the account level?
  18. Can I use Boolean search operators in RFP360?
  19. How do I update my credit card number?
  20. How do I change Billing plans?
  21. What is the difference between an RFP and a Proposal?
  22. How and when can I reach RFP360 Support?
  23. How do I update my email address?
  24. What can I do with the text editor?
  25. Adding images, attachments, tables & more with the new text editor
  26. How do I format text with the new text editor?
  27. Can I highlight text with colors?
  28. How do I clean up HTML formatting?
  29. Can I see my recent activity?
  30. How do I add a sub-account?
  31. Issues with saving or duplicating text in the text field?
  32. What is new for Responders in this latest release?
  33. I am a Subject Matter Expert. What do I need to do?
  34. What is my Company ID and where is it located?
  35. What account settings should I check?

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