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Tag your Leads

Lead Tagging feature now enables Users to associate leads with relevant Tags.

Tagging is a quick way to add a label to a lead, for easy identification of Leads.

Users can now put tags to leads to label them with words or phrases.

The intent of tagging would be to describe certain attributes that are not captured in lead fields or activities.

Users can search for tagged leads in Quick Search by entering the tag name (put the tag name in quotes like “tag name” if it contains more than one word).

 

So, this feature allows you to :

1. Tag Leads from Manage Leads & Lead Details pages

2. Search Leads by Tags using Quick Search

 

You may Tag Leads as follows:

A. Tag a Lead from Manage Leads page.

B. Tag multiple Leads at once from Manage Leads Page.

C. Tag a lead from Lead Details Page.

Note: Tag can be a word or a Phrase of words. Maximum number of characters allowed per tag (Tag length) is 50.

 

Procedure to Add Tags to Leads from Manage Leads page:

A. Tag a Lead from Manage Leads page:

Hover the cursor over Actions (gear) Icon corresponding to the lead you wish to Tag, you will see an option Add Tag in the list of actions.

Add tag to a lead

A popup appears where you can add required tags to the lead.

On popup;

1. You will be able to add tags by selecting from the available tag options.

2. If you have permission to add New Tags, you can key in the New Tag name and press Enter to add it as a Tag.

121 tag popp

 

B. Tag multiple Leads at once from Manage Leads Page:

You can select one or multi select a few leads or select all leads (shown per page) and click Tags button to add tags to the chosen lead(s).

Tags-in-Manage-leads

A popup appears where you can add required tags to the lead(s).

On popup;

1. You will be able to add tags by selecting from the available tag options.

2. If you have permission to add New Tags, you can key in the New Tag name and press Enter to add it as a Tag.

Tags in ML popup

Leads with Tags can be identified with the golden/Yellow tag icon seen next to the leads in Manage Leads page.

Manage-Leads-tag-icon

To see or edit the Tags of a Lead, just click on the Tag Icon. You will see a popup where you can add more tags or delete the existing tags as required.

 

C. Tag a Lead in Lead Details page.

You can Tag a lead on the Lead Details Page.

You will see Tags section a little below the Vcard to the left of the page, click Add a tag link to select from the available tag options.

Lead details Tags

You may also add new tags and click enter key to add tag to the lead. (Provided you have permission to add new Tags to leads).

Lead details tags 2

All the Tags attributed to the lead can be seen in the Tags section.

 

Search Leads by Tags using Quick Search.

You can search leads by the tags using Quick Search option.

If the Tag has single word, use it directly in quick search bar.

If the tag is a phrase comprising of two or more words, use double quotes while searching the leads.

E.g., “Web Services”

Search-Tags

That is all about Lead Tags.

For any queries please feel free to write to us at support@leadsquared.com