What are Lead Tags?
Why would I want to tag my leads?
In plain english: you tag leads into general categories such as (existing) Customer, or Competitor, and then filter your leads on these tags.
Getting started with Lead Tags
Using tags is simple, and involves just 2 steps:
- Manually Tag a lead
Using the LeadBoxer interface you can manually tag your leads. In order to do this
a) select the lead
b) click the Lead Tags icon
We have added 4 default tags: Competitor, Customer, Key account and Partner.
Obviously you can add other tags yourself. There is a hard limit of 100 tags.
- Set your Lead Tag filter
Once you have added lead tags to your leads, you can use the filters to include or exclude them from/ to your Smart Lists.
Automatically tag leads
In below example we take the LeadBoxer user ID from the LeadBoxer cookie and use it to send a signal to our servers with the Lead Tag: customer