How to add, edit, and delete Tags in Leads Management

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.

1. Click Administration  in the left pane.
2. Click Tags.
3. Click the plus sign ( + ) next to the Calculations  header.

4. Enter Tag  name
5. Choose a color from the color palette

6. Click Save  to create a new Tag

How to edit a tag

1. Click Administration  in the left pane.
2. Click Tags .
3. List of existing Tags  appear on the screen.
4. Click the icon
5. Tag information appears on the screen.
6. Edit the information as per your requirements.
7. Click Save  to save the changes.

How to delete a tag

1. Click Administration  in the left pane.
2. Click Tags .
3. List of existing Tags  appear on the screen.
4. Click the icon.
5. Warning pop up appears.

6. Click Yes  to delete the Tag  permanently.

Troubleshooting

Please note that deleting a Tag  will delete all associated tag values.