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creating tags for each record type is as easy as navigating to the fields and forms tab in the admin module and selecting the record type you would like to create a new tag for and selecting the tags tab from the tags tab click create new then name your new tag and click create click on an existing tag to display the right side panel from there modify the name or click the delete button from the options at the top of the screen while in pipeline view opening the power panel and selecting tags in the view tab will display the color-coded tags within your opportunity cards hovering over your opportunity cards will display the quick view with your applied tags at the top clicking on any tag drills down into a list of all the records with that tag tags are visible and can be modified in records from multiple locations when viewing a record detail page you can find the tag on the right side pane of the page to delegate the ability to create tags to specific users in your space navigate to