How to Use Tags

Tags are basically a label that can be applied to a lead. Leads can be grouped and sorted by tags, and tags can also be used to extend the functionality of LeadSimple via our integration with Zapier.

Creating Tags

Go to an individual lead record and view the 'Details' section (bottom, right). Type in a tag name and press enter.

Filter With Tags

Go to the leads page and click on the word filter above the 'Source' column. Read more using filters.

This will filter to only display leads with that tag applied.

Got more questions? Call (888) 626-3259 or email, or start a chat session right now.

Did this answer your question?