SI Lead Manager v7

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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 as the Import Wizard.*

Step #1:  Click Create New…

Task_Item_Create

or click Create Tag in the Tag Main Menu…

Menu_Tags

Step #2:  Give The Tag A Name

Enter the new custom tag in the Tag field

Tag_Manager_Properties

Step #3:  Select The Group

When creating a tag, it will default to the group that you are currently viewing.  If you are viewing the “All Tags” group then it will default to General.

Tag_Manager_Properties_New

For more information about Groups see Tag Manager

Step #4:  Press Save

Task_Item_Editor_Save

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