Articles on: Lead Management

Tag your Calls (Manual Method)

How to manually tag your calls

Step 1. Go to Activity >Calls. Firstly, ensure that you have enabled the option to edit your tags inline. If not, click the "Actions" button, and then select "View Options." In the pop-up, check the "Edit Tags In-line" option as shown below.

Step 2. Then, click on the Tag field and select the desired tag from the list. Your changes will be automatically updated.

🔥 That's it. To learn how to add a new tag check this Setup Guide.

Updated on: 20/01/2024

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