SI Lead Manager v7

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Assign Tag To Lead

In order to take advantage of the organizational system in SI Lead Manager you must place Tags on Leads.  You can be as broad as you want or as narrow as you want when picking which tags to place on which leads.   You can tag leads when you first add … [Read more...]

Create Tag

You can create a new tag in any Tag Group/Category you like, but most of the time you will want to create a General type tag.  Follow the steps below to add a new tag... *Note - You may also create new tags from the Add New Lead interface as well … [Read more...]

Tag Manager

Tag Manager is where you go to manage all the tags in the system.   There are many types of tags, from Lead Type tags to general tags, System tags to Lead Source tags.  It all can get very confusing unless you consider them all as ways to describe a … [Read more...]

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