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How to add Tags to leads

Switchboard | CRM | Tag | Contact | Lead

Nick Pnevmatikatos avatar
Written by Nick Pnevmatikatos
Updated over 2 weeks ago

You can add tags to your lead(s) using the following method:

Select some lead(s) in your CRM page and hit the "Add tag" button

Name your action & search for and select the tag that you want to add

Then hit "Add Tags" and you're done!

Note: The name of the action can be anything, it's only used in the Bulk Actions page

What if the tag I want to add doesn't exist?

In this case you can search for the tag you want to create, then hit the +{{YourTag}} button like so:

This will create the specified tag and add it to the selected leads!

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