How Do I Remove Tags From Leads?

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Let's Remove Tags From Leads

Perhaps you need to remove tags from leads because they went from cold leads to warm leads.

Or maybe you assigned the wrong tag to a certain lead. Whatever the reason is, you can remove tags from leads by following a few simple steps.

 

Objectives

In this support article, you will learn step-by-step how to remove tags from leads.  

 

Steps

1. Log in to your Profit Drive account. Then, click on Leads located on the left-hand side. In the drop-down menu, click on List View.  

 

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2. You will be directed to your list of leads. Click on the boxes located on the left-hand side of each lead that you want to remove tags from. 

 

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3. Then, click on Select Action at the top. In the drop-down menu, click on Add/Remove tags

 

Screen_Shot_2020-09-14_at_11.44.14_AM.png

 

4. A pop-up box will appear. Under Remove Tag(s), click on Remove Tag(s).

 

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Next, select the tags that you want to remove located in the drop-down menu. You also can search for your tag if you don't see it. 

 

Screen_Shot_2020-09-14_at_12.35.46_PM.png

 

5. When you are finished, click on Apply

 

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You will be taken back to your list of leads where you can see the tags you have removed from them on the right-hand side. 

 

Thank You!

We appreciate you taking the time about to learn how to remove tags from leads! For questions, contact us at support@profitdrive.com.

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