Organize Your Leads with Tags - Medium

Pro packages only

Tags are a simple way of categorizing your leads (“clients” as we optimistically call them). We start you out with a few default tags such as “New Lead”, “Buyer”, and “Seller”. From there you can create your own set of custom tags and assign them to your clients. After your clients have been categorized, you can go back and search by those tag names to find all the clients that belong to that category.

There is one tag that we create for you: “New Lead”. Every time a new client fills out a form on your website or registers, they are captured in your LeadTracker and given the tag “New Lead”, to make it easy to find and deal with just new leads. Once those new leads have been contacted, you should remove the “New Lead” tag and possibly give those clients a different tag that describes the services they require.