Once you get to the Tag Types, find the tag type labelled, "Agreement Type". This tag type should have the group, "Agreement".

Click Edit and type in the tags you want to use for your agreements. You can comma separate the tags.

Applying Tags

Applying tags are a great way to group different clients together by a shared keyword such as an agreement, location, engineer, etc. Once some tags are in place, simply filter by that keyword to see the profitability numbers for all those clients that have that specific tag. 

Go to the Profitability Overview Page

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Different ways to add a tag

Tagging Based On Agreement Type - assign a tag to each agreement type to automatically update your clients who have this agreement type.

1. Select Tag Clients based on Agreements from the dropdown list
   
   
2. Find the agreement that you would like to tag and then click the Edit link, select the tag from the drop down and then save the tag

Manually -  You can also add tags manually for each client by adding the keyword and saving it.

1. Add Tag
   
   
   
   
   
2. Click Save Tags

You can also delete tags by clicking the x icon next to each tag and then click Save Tags.