Tag leads
Group leads with your own tags, then filter by them or use them in automations.
Tags are your own labels on leads: “Hot”, “Partner”, “Follow up”… Filter the table by them, or let automations act on them.
Try it on the real dashboardDemo account · sample data · nothing you do here is saved or charged
- + Add tag on a lead.
- Pick a tag, or type a new name to create it.
- Manage tags to rename, recolour or delete them.
Every control on this screen
Every button, field and switch, with what it does.
Manage Tags · 12 controlsNeeds: leads view
| Add new tag | Shows information | |
| Tag name | Text box | |
| Tag colour | Button · changes your account | |
| Save (tag) | Button · changes your account | |
| Close (×) | Shows information | |
| Tag row (name and colour) | Shows information | |
| Sort by column | Button | |
| Rows per page / pages | Shows information | |
| Edit tag (rename / recolour) | Shows information | opens the same name / colour / Save form |
| Delete tag | Opens a panel or page | |
| Cancel (delete tag) | Shows information | |
| Delete (confirm) | Opens a panel or page |