Support Center

Adding tags to your lead

Last Updated: Jul 03, 2014 05:52PM IST
Tags can be added to leads to associate desired information which will help to classify the lead better. You can add tags to a lead from the pipeline itself or its respective page.

1. Adding tags directly from the pipeline view

Click on the tag icon on the lead card (at the bottom centre).



A list of all possible tags for that pipeline will appear. Select the desired tag(s) and Click on Update.



2. Adding tags from the lead page

Go to the Lead Details page and click on Edit Tags (as highlighted below).



A list of all possible tags for that pipeline will appear. Select the desired tag(s) and Click on Update.



Below is how tags will appear in the Lead Details page:-





 
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