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.

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.