How do I add a tag on leads?

Subject

Applies to: Admin/Branch Manager
Purpose: Explain how Admin/Branch Manager users can add one or more tags to leads.
Location in Ricochet: Lead Management

Description

Admin/Branch Manager users can apply tags to selected leads using mass actions on the Lead Management page.

Resolution

Optional: View the interactive tutorial for this process:

Click here to open the step-by-step tutorial in a new tab

1. To add tags to leads, click the checkbox for one or more leads.

You can also select all the leads on the page by clicking the checkbox at the top row.

Or select all leads by checking the box for "Select all leads of this search"

2. Click Actions

3. Click inside the Tags area and select one or more tags to apply to the selected leads.

4. Click Save

5. Click Ok to put the request on queue.

Note: For adding tags, all requests, whether less than or more than 50, will get put on the queue to be processed.