Lead Call Tags

Used in these workflows

• Log a Call, Tag It, and Set a Follow-Up
• Work a Fresh Lead Through to First Deposit
• Keep Leads from Being Auto-Retired
• Set Up Your Sales Process

• Description: Use Lead-Call Tags to classify the outcome of every call with a lead. This allows for quick filtering and analysis of communication efforts, streamlining your follow-up process.
• How to create and manage:
  1. Go to Leads -> Admin Settings.
  2. Click on the Lead Call Tags card.
  3. Click the + Create button.
  4. Enter a Name and an optional Description.
  5. Click Submit to save.

Figure: Lead Call Tags

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