How to Utilize Lead Tags on Mobile

Organize your database by segmenting leads based on their current status.

• Step 1: Navigate to the Leads section from the More menu.

• Step 2: Tap the Tags toggle at the top to see your leads grouped by category (e.g., Hot Lead, Cold Lead).

• Step 3: To tag a lead, open their profile and tap Manage next to Lead Info.

• Step 4: Select the desired tag and tap Save.

• Step 5: Tap OK on the success prompt. You can now find this lead instantly by clicking on that tag in the Tags view.