Create a Tag

Create a Tag

How to Create a Tag

  1. Hover over EngageCRM and select Lead Tags
  2. Click +Create Tag on the top right corner
  3. Give the Tag a Title and Description
  4. Be sure to click Save the green button located on the top right

Tags can either be assigned to an individual Lead or a group of Leads.

How to assign a Tag to an individual Lead

  • Click on the Lead Profile
  • Click + Tags and select the tag you wish to apply to the lead (you may select multiple)

How to assign a Tag to a group of Leads

  • Select the Segment of leads (in the top left) you want to assign a Tag
  • Click on Select All button in the top right corner of the screen to select all leads in the current segment.
  • Click on the Actions dropdown in the top right corner of the screen.
  • Select Assign Tags.
  • From the list of Tags in the dropdown select the one you would like to assign by clicking on the green Add Tag to These Leads button.
     

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