Lead Tags

Used in these workflows

• Work a Fresh Lead Through to First Deposit
• Set Up Your Sales Process

• Description: Use Lead Tags to instantly categorize and filter leads. Tags are essential for quick segmentation and targeted actions, helping you prioritize your follow-ups.

note

If a tag's Is Modifiable setting is disabled, any attempt by an agent to apply it will generate a Lead Data Change Request for a manager's approval.

• How to create and manage:
  1. From the Dashboard, navigate to Leads -> Admin Settings.
  2. Click on the Lead Tags card.
  3. Click the + Create button.
  4. Enter a Name, Description, and Color for the tag.
  5. Toggle Is Modifiable if you want to allow editing.
  6. Click Submit to save.

Figure: Lead Tags

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