Tags and Segments

Created by Hito Sumi, Modified on Wed, 13 Dec, 2023 at 6:29 AM by Hito Sumi

Here you will add Tags and organize calls and leads with LimePhone

Let's look at adding Tags to calls and leads within your LimePhone platform.
 
Create your Tags and Segments for Leads
This can be done by going to Settings > Lead Qualification
 
Here you can create and define Tags and Lead Segments for your Lead Score, Lead Stage and Defined Interests.
 
Once you have defined the various Tags, Segments and Stages your Leads undertake you can apply then to each lead, organize and filter accordingly.
 
This can be done on the Lead Section of your Dashboard, or within the Lead Preview or Full Profile.
 
Once you have defined Stages and Segments, they will automatically be displayed as options for your Leads.
 
New Tags and Segments can be added at any time.
 
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