Leads & Prospecting

Organize Leads with Meet Alfred Tag Manager

Create, color-code, edit, and manage tags to keep your leads and connections perfectly organized.

Video Transcript

00:00Hello everyone. I'm Alfred. Today I'm going to talk about our tag Manager. With Meet Alfred's Tag Manager, you can organize your leads

00:11and connections by creating tags, assigning colors, and managing them all in one place. To create a new tag, click on Create Tag.

00:22Give your tag a name, choose a color, and then click on Create. Your new tag will now appear in this list where you can edit

00:31or delete it at any time. To edit an existing tag, click on the pencil icon. You can update the name or change the color.

00:41Once you click save, the changes will apply to all contacts with that tag. To delete a tag, click the delete icon.

00:50Keep in mind, once deleted, the tag will be removed from all associated accounts, and this action cannot be undone.

00:59I'm Alfred. I look forward to helping you again.