Tags

You can assign keywords to your leads using tags. Unlike milestones, tags have no order or limitation, meaning there’s no relationship from one tag to stream or milestone. You can use them to categorize the leads in any stream and thus filter in reports.

Create new tag

Last Updated: May 18, 2018 at 10:05 am

You can create multiple tags for using filtering out the leads. To create new tag you click on the User Profile, then click on the System Settings option and then click on Tags tab. Click on the Add new button. Fill out the name and then click on add. By this you can add the multiple tags with

Edit tag

Last Updated: May 18, 2018 at 10:09 am

You can edit the name of the tag that you have added before. To edit the tag you click on the User Profile Name and then click on System Settings option then click on the Tags tab. Click on the Edit button of the specific tag, do the changes and then click on Save changes button. The tag will be

Delete tag

Last Updated: May 18, 2018 at 10:12 am

You can delete the tag that you have added before. To delete the tag you can click on the User Profile Name and then System Settings option, then click on the Tags tab. There is an option of delete in the front of the tag’s name click on it to delete.