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What are tags and how to add a tag

Written by Camila

What is a Tag?

A tag is a custom label applied manually to a prospect or message thread.

Unlike automated statuses, tags are custom identifiers used to group specific sets of prospects (e.g., "Conference Leads" or "Urgent Follow-up") within your inbox.


How to add a tag?

Step 1: Navigate to the Messages tab.

Step 2: Click the prospect you want to add a tag to.

Step 3: Click the three dots (...) menu and select 'Edit tags'.

Step 4: Type your custom label and click 'Save tags'.

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