How to tag a prospect?
Mon Jun 13 2022 07:08:27 GMT-0500 (Eastern Standard Time)
To segment your database, we have tags; which will allow you to segment them for better follow-up and/or automate automatic follow-up campaigns for different groups of contacts.
To tag a contact, follow these steps:
1.- Go to the prospect file of the contact you want to tag.
2.- Click on the button that says 'Tag'
3.- Select the tags you want to add or remove.
4.- Click on 'Accept'.
Now the lead will be displayed as follows:
If you don't have any tags created, follow this tutorial: Create targeting tags in seconds