Let's Search & Filter Leads By Tags

An easy way to find a certain group of leads is searching by their associated tag. 

In a few simple steps, search & filter your leads by using tags! 

Objectives

In this support article, you will learn step-by-step how to search & filter leads by tags.  

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.  

2. You will be directed to your list of leads. Click on the funnel icon located on the upper right-hand corner. 

3. Then, click on Select Filter dropdown on the pop-up. 

In the drop-down menu, click on Tag.

4. In the drop-down menu, select which tag that you want to filter your leads by.

5.  Click on the Apply button.

Then, the leads with that specific tag will automatically appear. 

Thank You!

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