How To Video: Create Tags

Quick Reference: Settings> Account Tags> Add Tag

For the list of lead vendor tags, click HERE

Note that Tags are about grouping leads & clients together where as Status dispositions are more about where the lead or client is in the work process. For example, you could have a lead with a status of New Lead with tags of Datalot (their lead vendor) and Turning 65. Or a client with a status of Renewal Pending and a tag of Turning 65.