Articles on: Connections and Actions

How to Tag a Connection

In case you want to tag a connection you just need to find that specific connection and then click on the ellipsis () - More Menu - on the right-hand side of the connection row and select Apply Tag option.

You can also perform the bulk Apply tag by ticking the checkbox on the left-hand side for the connections you wish to apply the tag to and clicking on the Apply Tag button.

Once you click on the Apply Tag option/button, a popup will appear presenting the field where you can:

choose one of the existing tags to be applied (clicking on them in the dropdown list or searching for them by entering the Tag name in the search field)

Please note that we are presenting the first 20 Tags sorted in ascending alphabetical order and if you cannot find the Tag you want to apply in there, you need to use the Search field.
entering a name of a new tag and clicking on Create [Tag name] Tag

Once you add the tag name, you can chose the color of the tag, one of the default colors, or the color of your choice

Once the tag is selected/created, the success toast notification will appear confirming the successful action.

The applied tag will appear in the Connection list in the Tags column.

In this video we explain how to tag a connection and a bit more:

Your LeadDelta team
P.S. Growing a business is hard. We try to make it a bit easier, here.

Updated on: 27/03/2024

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