Prospects in your inbox can be assigned tags to group them in any desired way. This guide provides instructions on how to use said tags.
In order to set up or remove tags on specific conversations or users, follow the steps listed in the guide below.
(Last Edited April 12th, 2022)
Create and Assign a Tag
- Sort your Inbox, look for the name of your prospect, and then click on it, the conversation will populate in the middle of your screen.
On the right-hand side look for Tags
- Create and type the name for your Tag on the blank field, then click on the "Save and Assign" button.
- Congratulations, you have successfully assigned a tag.
- Refresh the page to make sure that the newly created tag appears in the dropdown menu
You can remove tags from the prospect by clicking on the "x" beside the tag.
Note: If you have any questions regarding the "Create, Assign and Remove Tags" feature, contact us at firstname.lastname@example.org or file a ticket at the top of this page.