More topics...

Dashboard

Understanding the Users Page

Audit Log

Lead Routing Factors

How you can be notified

Types of Notifications

Lead Map

Adding Locations to Users

Tracking Lead Locations

Billable Tags

Creating Tags

From The Tags Page

In the left side bar under Roster, click Tags to view the tags page. Then, click the red plus in the bottom right corner to open a new tag sidebar and begin creating a new tag.

Tag Name is the only required field and must be unique

By default tags will not marked exclusive or required, have a weight of 5o, applied individually, and not have any tag aliases.

Click the green check to save your new tag

Or the grey x to cancel

From The Users Page

If you want to quickly add a new tag to a single user you can do that from the users page.

From the users page, click the user you woul like to change to open their user sidebar. Scroll down to the tag section

Type the name of your new tag and click enter. If this tag already exists the tag will be added. If it is a new tag you will see this popup

click the checkbox of the tag you would like to add and then click save.

This new tag will have the default tag settings.

On this page