Use this article to create, rename and colour tags in Tag Management and manage lead sources in Lead Source Management, both opened from the gear icons on the contact form. Tags label contacts (hot, cold, warm, Wholesale and so on) and lead sources record where they came from. We will create a VIP tag and look at the source list.
How do I open Tag Management?
To open Tag Management, go to any New or Update contact form and, next to ① Tag, click ② the gear icon. The gear icon ④ next to ③ Source opens the equivalent Lead Source Management dialog.
How do I add a tag?
To add a tag in the Tag Management dialog: ① the list on the left shows every tag, and the built-in tags show a padlock. On the right, type ② a Title, pick ③ a Label Color and click ④ Save.
As you type the title, the dialog checks the name is free ("Sweet! That name is available."). ① Enter VIP as the Title, ③ choose a Label Color and click ② Save.
Note: Save stays disabled until you pick a colour.
① The new tag joins the tag list on the left. Tags you created show ② a trash icon so you can delete them.
How do I rename a tag?
To rename a tag, click a tag you created in the Tag Management list. The panel on the right switches to ① Update Tag with ② the tag's title filled in; change the title or colour and click Save.
How do I check that the new tag is available?
Close the Tag Management dialog to check your work. The new tag is available straight away in ① the Tag field ② on the contact form, and in the Tag filter on the contact list.
How do I manage lead sources?
To manage lead sources, open Lead Source Management from the gear icon next to Source on the contact form. It works the same way as Tag Management: ① the list of sources, ② a Title with a colour and ③ Save. Sources you add appear in the Source field and the Source filter.
