Tags

prospect tags are a flexible way to label and organize prospects with additional information that may not be captured in other fields you can use tags to highlight follow ups, track campaign engagement, or flag specific needs these tags are fully customizable and color coded, making it easy for your team to scan and sort prospects quickly creating a new prospect tag to create a new tag, navigate to institution config / prospects / tags and click the new tag button choose a tag colour , and enter the tag name once added, your tags will appear in the list and can be edited or deleted using the quick action icons to the right