How Do I Create A Search Tag For A Subcontractor?

Contacts > Search Contacts > Type Company Name > Select Company > Click Search Tags

When filtering bid invitations, in addition to searching by the standard set of trade types, you will be able to filter by Search Tags. Use this to classify your contacts. Type the name of the Tag you want to assign to this Subcontractor, for example, “Residential” or “Commercial.” A drop-down will appear that will allow you to make selections. Then click Save.