Skip to content
  • There are no suggestions because the search field is empty.

How do I add custom tags to leads?

You may apply custom tags to leads via the following steps:

  1. Check off the boxes next to the names of people who should have the same tag applied (or check the box next to “NAME” at the top of the leads list to select all contacts on the current page)
  2. Select Contact Actions > Edit selected contacts > Add / Remove Tag
  3. Click into the “Add/Remove Tag” box and either select an existing tag or enter the name of a new one before clicking “Add Tag” to save.
  4. Your saved tags will appear as filtering options from the menu on the left side of your page, at the bottom of the Source, status and tags section.