How to Create Groups and Labels (Tags)

Leads can have as many groups or labels as you assign them. Creating them is easy. 

STEPS:

1. In order to create a Tag press on the Add Tag icon from the floating ribbon.

2. When The Add Tag form appears enter the name of the tag using English control and pick the color you want apply for the tag using the Color Picker control.

3. If tagging a specific message than select Text Tree in the drop down menu when selecting an Area.  Then select Label in the drop down menu for Field.

4. If tagging a Lead than select Lead in the drop down menu when selecting an Area.  Then select Group in the drop down menu for Field.

5. Choose Yes in APP Notify control to push notification to your mobile device.

6. Choose Yes in Desktop Notify control to push notification to your desktop.

7. Check the box next to the agents you want to share the tag with or Share All to share the tag across all available agents

8. Press ADD Tag button to add the new tag and then refresh the page to see the new tag

 

Other related Knowledgebase Help Articles:

How to Change the Colors of Groups and Labels

What’s the Difference between Groups & Labels

Creating a Tag

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