How can I create a new tag?

Subject

Applies to: Admin/Branch Manager
Purpose: Creating New Tags
Location in Ricochet: Configuration > Distribution & Tags

Description

These instructions describe how to create a new Tag in Ricochet, either restricted or unrestricted. Restricted tags can be limited to specific users or teams by enabling the “Restricted” option and selecting the desired user or team, while unrestricted tags are available to all users by default. After naming the tag and setting any restrictions, the tag is created and saved for use in lead management and automation workflows.

Resolution

Optional: View the interactive tutorial for this process:

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

1. To create a new Tag, click Configuration

2. Click Distribution & Tags

3. Click Tags

4. First we'll demonstrate how to create a Restricted Tag. If you want to create an unrestricted tag, skip to Step 13.

Click Create New Tag

5. Click inside the Tag Name area and give the tag a name.

6. If you want to restrict the tag to certain users or a team, click Restricted

7. For this example, we will choose to restrict by team.

Click the By User dropdown.

8. Select By Team

9. Click the dropdown for "Select team".

10. For this example, we will select Sales Team

11. Click Create tag

12. Click Close

13. If you want to create an unrestricted tag, click Create New Tag

14. Click inside the Tag Name area and type the name of the new tag.

15. Click Create tag

16. Click Close