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'.




