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Working with tags in leads

Adding a tag to a lead

Written by Clive

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)
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The lead detail will now display:
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Step 2.

Select Add tags
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Step 3.

In the Choose tags modal which loads, select a tag
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​N.B. For how to create tags view the article Creating Tags
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Once you select the tag it will be removed from the modal
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Step 4.

Select close on the modal screen and the tag will now display assigned to the lead
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Continue to next article:

Closing a lead

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