Tagging

“Uncategorized” is a default tagging name for all leads. It cannot be edited and deleted by any users. You can add new tagging name to be assigned to any leads.

Add Tagging Name:

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Step 1: Click on the “Add New Tagging” button.

Step 2: Enter tagging name.

Step 3: Click “Submit”.

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Edit Tagging Name:

Step 1: Click on the “Edit” button.

Step 2: Save the updated name by clicking on the “Submit” button.

Delete Tagging Name:

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Step 1: Click on the “Trash” button.

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Step 2: Click on the “Proceed to Delete” button to delete, if you do not want to delete, click on the “No” button.

After you have added the tagging name, you can use it at Lead > All status page or any of these statuses which are waiting, need follow up and successfully closed. 

Step 1: Click on the “Tag” button to assign tagging to the lead.

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Step 2: Pick any of your tagging name added to assign to the leads.

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