How to Add and Manage Tags for Your Leads in SkillOutreach
Step-by-Step Guide to Adding and Managing Tags
Keeping track of hundreds of leads can be a challenging task. But with SkillOutreach, adding relevant context to your leads with tags makes the process much easier. Tags allow you to quickly understand your leads, filter them effectively, and much more. Here's how you can create and add new tags to your leads:
Step 1: Go to the Leads Section
Start by navigating to the Leads tab within SkillOutreach where your leads are stored.
Step 2: Click on "Click to Add Tags"
Once you're in the Leads section, you'll see the option to add tags. Click on the Click to Add Tags button to begin tagging your leads.
Step 3: Click on "Highlight"
If the tag you want isn't listed, you can create a new one. Click on the Highlight option to proceed.
Step 4: Create a New Tag
Give a name and a color to your new tag. This will help you visually distinguish the tag when it's applied to your leads.
Step 5. Click on Submit
Once you've created your tag, click on Submit to save it.
Step 6: Click on "Click to Add Tags"
Adding an already existing tag is super easy!
Step 7: Select Your Tag from the Dropdown
In the dropdown menu, select the tag you've created or an existing one that fits your lead's category.
Step 8. Click on Submit
Click Submit to apply the tag to your lead.
Why Tags Are Essential for Lead Management
Tags not only help you organize your leads, but they also make filtering them a breeze. With SkillOutreach, you can categorize leads by their industry, job title, or any custom tag you create. This allows you to streamline your outreach process and focus on high-priority leads.
Start tagging your leads today and experience the power of organized lead management!
