You can create tags in two different ways:
- In the entity interface
- Massively for 2 or more entities at the same time
To create a tag in an entity, just open it and at the top section just below the name of the lead (and near ID of the lead) you’ll find #ADD TAGS button. Click on it and start writing the name for your new tag, then click on the option that appears and your tag will be created, no need to click save as it’s saved automatically, and to remove just click on it a few times
Note: If you delete a tag from all leads it won’t be deleted from the account. This article will also describe how to delete tags completely.
To add tags en masse please select multiple items in the list view and click edit tags
You will see a modal window where you can select a tag for all of these entities or create a new one by just typing it in a search field, choose tags that you need and then click “Save”