What are tags?
Leads Tags are designed to allow a user of Leads Management to categorize their leads by associating a tag with either the called phone number, the caller, or the caller's phone number . You can create and use Tags to add visual differentiation to a field.
These tags can also be used to group leads. A frequent use case for this is to associate a called phone number with a particular advertising channel like Display or Search and then group the leads from each in a dashboard widget.
How to create a lead tag
Lead Tagging is done on the Leads Management page by clicking in the cell of a lead with the value for which you want to associate a tag.
- Click Administration in the left pane.
- Click Tags.
- Click the plus sign ( + ) next to the Calculations header.
- Enter Tag name
- Choose a color from the color palette
- Click Save to create a new Tag
How to edit a tag
- Click Administration in the left pane.
- Click Tags .
- List of existing Tags appear on the screen.
- Click the
icon
- Tag information appears on the screen.
- Edit the information as per your requirements.
- Click Save to save the changes.
How to delete a tag
- Click Administration in the left pane.
- Click Tags .
- List of existing Tags appear on the screen.
- Click the
icon.
- Warning pop up appears.
- Click Yes to delete the Tag permanently.
Troubleshooting
Please note that deleting a Tag will delete all associated tag values.