Tagging Events and Leads

To Tag an Event or Lead:

  1. Go to the appropriate section in the main navigation bar ("Events" or "Leads"); find the appropriate Event/Lead; and click on the "Open" button next to the Event/Lead name.
  2. Find the "Tags" box and click on the "+" symbol.
  3. Select one or more Tags from the dropdown menu to apply to the Event/Lead.
  4. Click "Save" when you are finished.

To Remove a Tag From an Event/Lead:

  1. Go to the appropriate section in the main navigation bar ("Events" or "Leads"); find the appropriate Event/Lead; and click on the "Open" button next to the Event/Lead name.
  2. Find the "Tags" box and click on the "X" next to each of the Tags you wish to remove.
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.