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Tags can be a great resource for sorting your leads and making the system even more users friendly.

 

 To add a tag:

 

  1. 1. Go to your Lead Dashboard
  2. 2. Locate the row under the lead’s name that says “Add Tags”
  3. 3. Once you add the name of tag you want, refresh the page
  4. 4. This lead is now tagged with your desired category

 

CLICK HERE FOR A VIDEO TUTORIAL