What are tags, and how do I create them?

Tags are a fantastic way to easily categorize leads. Examples of tags are: ‘hot lead’, ‘SRL’, etc. You can create any tag that will help you categorize your new contacts.

There are two ways to create tags.

First, you can create tags when you create a collection.

You can also create tags at any time by swiping to left on the name of your collection and then tapping “Edit’. On the Collection Info screen, you can add as many tags as you like.