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Working with tags in leads

Adding a tag to a lead

Clive avatar
Written by Clive
Updated over a week ago

Step 1.

Select a lead (i.e. expanding the lead detail by having selected the white cross in the black circle to the left of the lead)

The lead detail will now display:

Step 2.

Select Add tags

Step 3.

In the Choose tags modal which loads, select a tag

N.B. For how to create tags view the article Creating Tags

Once you select the tag it will be removed from the modal

Step 4.

Select close on the modal screen and the tag will now display assigned to the lead

Continue to next article:

Closing a lead

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