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Label Tags in the Opportunity Register

This article introduces the concept of Label tags and how they can be used to help group opportunities to enable an advanced filter

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Written by Product Marketing
Updated this week

What is a Label?

A Lable exists within the Opportunity Register as a means of identification of the type of opportunity identified, for example, opportunities related to boilers or chillers. This allows the user to add context to the opportunity.

How do I add a Label?

A Label is applied in the form of a tag. A tag is represented by a chip that looks like the following in the Opportunity Register:

The "Labels" field is non-mandatory and connected to a CoolPlanet-managed list of Labels. Users can select one or more categories from this list within the detailed view of the opportunity.

Users can also add a custom category if none of the existing options apply, by typing the desired category name and selecting "add new category," as in the image below.

Pre-existing Category Tags

  • AHU

  • Boiler

  • CHP

  • Chiller

  • Compressed Air

  • Compressor

  • Condenser

  • Control Tower

  • Cooling Tower

  • Data

  • Evaporators

  • FCU

  • Fan

  • Lighting

  • Meter

  • Primary

  • Production

  • Pump

  • Refrigeration

  • Secondary

  • Solar

  • Vacuum Pump

  • Valve

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