Adding Lead Tags

By adding custom lead tags, you can easily categorise and streamline the process. If you need a new tag that isn't already available, follow the steps below to create one and keep your leads organised:

Adding Created Tags

Step 1: On the Dealer level of the dashboard, select Leads

Step 2: Under Category, select the lead you would like to tag and select + Tag

Step 3: If a tag has already been created, you can find it under the drop-down menu. Otherwise, simply type the name of your new tag in the box and select Save.

Removing Created Tags

Step 1: Under Category, select the lead you would like to remove a tag from and select + Tag

Step 2: Find the Tag you would like to remove and select the X. This will remove the tag from the list. Ensure to select Save to finalise your changes.