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…


or click Create Tag in the Tag Main Menu…


Step #2:  Give The Tag A Name

Enter the new custom tag in the Tag field


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.


For more information about Groups see Tag Manager

Step #4:  Press Save


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