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What is the use of Tags in Lead Management

Tags are labels you create to organize leads in ONE PLACE. Tagging lets you bring your leads into the structure. 
Tags are highly customizable, so you can create and assign them to your leads while CREATING Pipes!

This doc will cover

  • Create Tag
  • Edit Tag
  • Export Tags

Create a Tag #

There are 2 ways you can create a TAG. 

Option 1 –  #

  1. Click on Create Pipe
  2. Select Source
  3. Select Destination 
  4. Select A Tag (if you don’t have one, you can click on CREATE NEW)

Option 2 – #

1. Click on Sync and select Tags from the dropdown.
2. Click Add Button & Input Name

Edit a Tag #

Click on Sync and then select ‘Tags’ from the dropdown.
Click on the edit button after the Tag Name.
Input your new Tag Name.
Click Save.

Deleting Tags #

Click on Sync and then select ‘Tags’ from the dropdown.
Select the Tags you want to delete.
Click on Delete Option on the top.
Confirm the action as yes.

Exporting Tags #

Click on Sync and then select ‘Tags’ from the dropdown.
Select the Tags you want to Export.
Click on the Export Icon.
You will get a dropdown to choose the file format you want.
After choosing the file format the file will be downloaded.

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