ChapterBuilder - Council Dashboard - Tagging a Single Lead
The tag feature allows Council Admin the ability to group leads or track attributes. To apply a tag to a single lead, follow the steps below.
Tagging a Single Lead
1. Navigate to your Lead List (Click "Lead List" on your left side navigation bar).
2. Locate the Lead you want to tag. You can use the searching, sorting, and filtering to assist you in locating the exact Lead you are looking for.
3. There you will find the Tag column on your Lead List and push the "+' sign for that specific Lead.
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 apply a tag(s) to multiple leads at once you can learn how by clicking here.
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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