How to Create and Add Contact Tags in LEADSORBIT?

Tags in LEADSORBIT help you organize contacts, segment your audience, and trigger actions based on specific conditions. You can use tags to identify lead sources, services, locations, customer types, or follow up stages.

Create and Add Tags to a Contact

Follow these steps to create new tags and assign them to contacts for better segmentation and organization.

1. Navigate to Contacts from the main menu.
2. Open the contact profile you want to tag, or create a new contact.
3. In the Tags section, type the name of the tag you want to create (e.g., New Lead, Website Inquiry, High Priority).
4. Press Enter to create the tag.
5. You can also select an existing tag from the dropdown list if it is already created.
6. To assign the tag to the contact, click Save.
7. Alternatively, you can create a new tag by typing it directly in the contact profile. Once the tag is created, it will automatically be applied.

Creating a new tag and assigning it to a contact

Manage and Use Tags

Tags can be used across LEADSORBIT to organize contacts, trigger actions in workflows, or help segment for marketing campaigns.

• Use tags to filter contacts in the Contacts list based on criteria like lead status or source.
• Apply tags during contact import to instantly categorize bulk contacts.
• Create automation workflows that trigger actions like follow ups, messages, or tasks based on tags.
• Update or remove tags from contact profiles as needed.
• Create smart segments for campaigns by filtering contacts with specific tags.

Filtering contacts and using tags in workflows

Best Practices

Common Issues