TABLE OF CONTENTS

Overview

This guide explains how to associate tags with a Lead Profile in Core. It covers all essential steps — from navigating to the lead profile and editing it to adding predefined or new tags. By  following this guide, users can effectively categorize and manage their lead profiles.


Step 1: Navigate to the Lead Profile

  • Go to the Lead Module in Core.
  • The Lead Tab will open by default.



Step 2: Edit the Lead Profile

  • Click on the Edit Button against the Lead.


Step 3: Add Tags

  • Click on the Tag field in the Lead Profile.
  • Add a Predefined Tag by searching for its name, or create a New Tag by typing its name in that field.



Multiple Tags can be associated with the same profile, and the same Tag can be associated with multiple customers/leads.


Step 4: Save the Lead Profile

  • Once done, click on the Save Button.
  • The Lead Profile has been Saved successfully.