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To create tags for record types, go to the fields and forms tab in the admin module and select the record type. Then, go to the tags tab, click create new, name your tag, and click create. In pipeline view, open the power panel and select tags in the view tab to see color-coded tags on opportunity cards. Hover over cards to see applied tags. Click on a tag to see all records with that tag. Tags can be seen and edited in multiple locations. Delegating tag creation can be done by navigating to specific users in your space.
