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How to use contact labels and tags

In this how-to guide, you'll learn how to effectively use contact labels and tags to organize your contacts for better management.

victoriaworkflowsvictoriaworkflows
·28 steps·73 views·Published

In this how-to guide, you'll learn how to effectively use contact labels and tags to organize your contacts for better management. Follow the step-by-step instructions to set up and categorize leads based on their source, ensuring efficient tracking and follow-up.

Step-by-step Guide28 steps

  1. Click on "Click here."

    Click on "Click here."
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  2. Click on "Click here."

    Click on "Click here."
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  3. Click on "Click here."

    Click on "Click here."
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  4. Click Save

    Click Save
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  5. Click on "Click here."

    Click on "Click here."
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  6. Click Customer

    Click Customer
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  7. Click on "Click here."

    Click on "Click here."
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  8. Click Hot lead

    Click Hot lead
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  9. Click on "Click here."

    Click on "Click here."
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  10. Click Warm lead

    Click Warm lead
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  11. Click on "Click here."

    Click on "Click here."
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  12. Click Custom field

    Click Custom field
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  13. Click Person field

    Click Person field
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  14. Type "Lead Source Tags"

  15. Click on "Click here."

    Click on "Click here."
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  16. Click Single option

    Click Single option
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  17. Click on "Click here."

    Click on "Click here."
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  18. Type "Website Form" in Option 1 Option 2 Option 3

  19. Click Website Form

    Click Website Form
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  20. Type "Cold Email" in Option 1 Option 2 Option 3

  21. Click on "Click here."

    Click on "Click here."
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  22. Click on "Click here."

    Click on "Click here."
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  23. Type "Ads" in Option 1 Option 2 Option 3

  24. Click on "Click here."

    Click on "Click here."
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  25. Click Save

    Click Save
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  26. Click on "Click here."

    Click on "Click here."
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  27. Click on "Click here."

    Click on "Click here."
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  28. Click Save

    Click Save
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