Partner tagging enables you to categorize your partners on Reveal.

👉 Tip for all users: You can filter by these categories in your Partner Dashboard and 360°Goals. This is a great way to identify where partners of a specific category are present in your customers and open opportunities.

👉 Tip for our Pro and Power Users :

For our premium users in Salesforce and HubSpot, these tags are visible at the widget level

You can also leverage tags to filter your Analytics in-app.

👉 Tip for our Salesforce Power Users: Tags are available as custom fields within the Reveal Overlap Object for you to use in your reports.

1. Go to your Partner Settings

2. Underneath the partner name on the top, click +

3. Add an existing tag by clicking on it or type in a new one and click enter to create your tag

Click on the +, add the existing tags or type in a new one and click enter to create your tag

Currently you can remove a tag associated with a partner by clicking the 'X' beside the tag name.