ChapterBuilder - Council Dashboard - Tagging a Multiple Leads at once

ChapterBuilder - Council Dashboard - Tagging a Multiple Leads at once

The tag feature allows Council Admin the ability to group leads or track attributes. To apply a tag(s) to multiple leads at once, follow the steps below. 

Tagging Multiple Leads at once:

1. Navigate to your Lead List (Click "Lead List" on your left side navigation bar). 

2. Locate the Leads you want to tag. You can use the searching, sorting, and filtering to assist you in locating the exact Leads you are looking for. To select Leads, click on the checkbox to the left of the Lead's name. You will know who you selected as they will be highlighted red. 

3. Once you have all your Leads selected that you want to Tag, click the red "Actions" button in the upper right corner. There you will find "Tag Leads." Click that.

4. Then you will be able to add a tag(s) for that Lead. Once you select all the leads you want, click "Save".

5. That Tag will then appear in that Lead's "Tags" column, 

If you want to tag a single Lead click here to learn how.

Summary

The tag feature allows Council Admin the ability to group leads or track attributes. This article will show you how to apply tag(s) to a single Lead on your Lead List. 


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