Ricochet360 Support

Direct Link to tutorial/solution:

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Embedded tutorial/solution:

Here's an interactive tutorial

https://www.iorad.com/player/1755562/How-do-I-add-a-tag-on-leads-

Copy of text and screenshots from the tutorial/solution:

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.

Applicable User Seat Types

Admin

Galaxy

Booster

Applicable Permissions

All Permissions

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