Feature Availability: ALL PLANS

Using tags to organize leads is essential for efficient lead management and effective customer relationship management (CRM). By assigning relevant tags, you can create groups or segments that share common characteristics, such as interests, demographics, purchasing behavior, or engagement level. This segmentation helps you tailor your marketing and sales efforts, enabling more personalized and targeted communication.

Why is it important? Tags make it easier to retrieve and filter leads based on specific attributes. When you have a large lead database, tags act as labels that help you quickly identify and locate leads that match particular criteria.

Skill Level: Beginner | Advanced | Expert 

How long does it take to do? 3 Minutes 

Summary:

1. Go to the Leads page.
2. Click on Create New Lead.
3. Complete all fields.
4.  A pop-up will appear where you can list tags, and search or create new tag

Steps to Using Tags to Organize Leads

1. Go to the Leads Page.

2. Click on Create New Lead.

If there is an existing lead, select Edit under the Action button of each lead.

3. Complete all the required fields. Then click on Tags. 

4. A pop-up will appear where you can list tags, and search or create new tag.

This is where you can see your existing tags.

This is where you search or create new tags.

Note: There is a limit to adding tags based on your subscription; FREE plan (2 tags), Plus, Pro and Premium (100 tags).

Result: You have succesfully created a Tag.

Need more help?

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