Once tags have been added to your Network Partners profiles, this article will explain how using those Tags will help you decide which partner will receive your quotes. 

Sections within this article: 

  1. How to search your network
  2. How to filter your network

How to Search your Network

  1. Click the Quotes tab
  2. View the Quote you want to send
  3. Scroll down to the Send Requests section
  4. Click the Search icon (near #1 shown below) to enter Company Name, Contact Name, or the Contact Email.

How to Filter your Network

  1. Click the Quotes tab
  2. View the Quote you want to send
  3. Scroll down to the Send Requests section
  4. Click the Filter icon or the blue Tag icon to view all available tags
  5. Click each Tag that you want to filter by
  6. Repeat steps 1-5 under 'Hot to Send a Quote to your Network Partners' 

Stop having to manual sort your network partners and quit having to remember which partner runs one of your lanes consistently.  Use the search feature and tags to quickly send out quotes like never before.

Feel free to chat an Emerge Support Rep with any questions!

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