What Are 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 (in the right sidebar under Contact and Property Info. 

Click the edit icon, type in a tag name or select from previously used tags and hit save.

Filter With Tags

Go to the leads page and click Add Filter. Read more using filters.

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

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