How to apply tags to my Leads?

Updated on May 17, 2017 11:44PM by Admin

The phrases or labels that help you organize your leads into groups such as White collars, Red companion, Blue bells etc are known as tags. You can add multiple tags to your leads. When you create a lead you can apply tags from creation page and also you can update the tags for existing leads.

Before adding tags to the leads, you need to create the tags.

Steps to add tags to your leads

  1. Log in and access Leads App from your universal navigation menu bar.
  2. Click on “Create” button from left navigation panel.
    Create Leads
  3. Select your tag from “Tags” field as shown in the image below:
  4. You are also allowed to choose multiple tags for your lead as shown in the image below:

Learn more about Create and organize tags .

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