# Sales plugin Phase 2

Published 2025-10-02

> Phase 2 introduces key productivity and organization features to streamline sales execution and post-sales follow-up. The new additions include: Tag : Add color-coded tags to categorize and filter deals based on source,

Phase 2 introduces key productivity and organization features to streamline sales execution and post-sales follow-up. The new additions include:

-   **Tag**: Add color-coded tags to categorize and filter deals based on source, priority, or campaign.
-   **My Deals (Created)**: Easily track tasks you’ve created for other team members, especially useful for sales managers and team leads.
-   **Deals Actions**: Use predefined actions such as “Remind Me”, “Set Due Date”, or “Mark as Favorite” to boost task productivity inside the sales flow.
-   **Project (Milestone View)**: Organize larger deals or account follow-ups into project milestones, helping you visualize progress across sales stages.
-   **Favorites**: Pin important tasks or deals for quick access in your personal workspace.

These features aim to tightly integrate sales operations with erxes’ core task management system.
