Overview
Lead Tags are used for marketing purposes. These tags help you keep track of where your prospects are coming from, so you can focus on what works and what doesn't. The first step is to create your Lead Tags, then apply them to your prospects.
Note: Lead Tags are not available to Starter Plans. Consider upgrading to the Pro or Premium Plans to access this feature.
The Steps
Create a Lead Tag
To create a new lead tag, click Settings on the main menu. Then under the Related Lists section, click Lead Sources.
On the Lead Tags window, click on Add Line Item link and type in a Tag Name for your new Lead Source. When you are finished, click on the green checkmark to save it.
You can add more Lead Tags by clicking on the New Line Item link again.
Once created, you can filter your prospects using these Lead Tags.
Edit or Delete a Lead Source
To edit a Lead Tag, click on the pencil and pad icon to the right of the Lead Source. Update the name and click on the green checkmark to save it. To delete a Lead Tag, simply click on the red trash can icon on the right side of the line and then click it again to confirm.
Once you have edited or deleted your desired Lead Sources, click the X icon in the upper right corner of the Lead Sources window to exit these settings.
Important: Deleting a Lead Tag cannot be undone.