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Tag Your Leads

1. Feature Overview

Tagging is a quick way to add a label to a lead, for easy identification of leads. The Lead Tagging feature enables users to associate leads with relevant tags. These tags can be created using words or phrases. The intent of tagging is 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).

 

2. How it Works

You can tag leads as follows:

  • Tag a lead from the Manage Leads page.
  • Tag multiple leads at once from the Manage Leads page.
  • Tag a lead from the Lead Details page.

Tag can be a word or a phrase of words. The maximum number of characters allowed per tag (tag length) is 50.

Note: For ESS tenants, if there are more than 1000 leads tagged, then that particular tag won’t be visible. For instance, if there’s a “FollowUp” tag associated with more than 1000 leads, those leads won’t show up when you search for “Follow up”.

 

3. Tagging from the Manage Leads Page

You can tag one lead at a time or multiple leads from the lead details page –

 

3.1 Tagging One Lead at a Time

  1. Under the Actions column, hover your cursor over the settings Settings icon icon corresponding to the lead you wish to tag,
  2. Click Add Tag from the list of actions.

Add tag to a lead

On the Tags pop-up,

  1. You’ll 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.

121 tag popp

 

3.2 Tagging Multiple Leads at Once

  1. Select one or multiple leads by selecting the checkbox alongside the Lead Name.
  2. Click the Tags button to add tags to the selected leads.

Tags-in-Manage-leads

On the Tags pop-up,

  1. You can 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.

Tags in ML popup

Leads with tags can be identified with the golden/yellow tag icon seen next to the leads on the Manage Leads page.

Manage-Leads-tag-icon

To see or edit the tags of a lead, click on the Tag icon. You’ll see a pop-up where you can add more tags or delete the existing tags as required.

 

4. Tagging Leads from the Lead Details Page

You can also tag a lead from the Lead Details page. You’ll see Tags section a little below the Vcard to the left of the page, click the Add a tag link to select from the available tag options.

Lead details Tags

You can also add new tags and press the Enter key to add a tag to the lead.

Lead details tags 2

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

 

5. Searching for Tags with Quick Search

You can search for tagged leads using Quick Search.

  • If the Tag has a single word, use it directly in the 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

 

Any Questions?

For any queries, feel free to leave us a comment below.