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