How Do I Create a Tag?

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Let's Create a Tag

A tag is similar to a label. In the tech world, it is used to describe and categorize data in one or a few words.   

In Profit Drive, a tag is used to identify a particular lead that you may have in your account. 

Your leads are not all the same. Some might be probate leads, seller leads, buyer leads, cold leads, warm leads, and more. You can create a tag for each type of lead.  

If you have a lot leads, it might be difficult remembering off-hand who is a probate lead, who is a seller lead, etc. Let tags do the remembering for you! 

Your tag management system is where you create and store your tags. In just a few easy steps, create tags that present the variety of leads you have captured.  

 

Objectives

In this support article, you will learn step-by-step how to create a tag. 

 

Steps

1. Log in to your Profit Drive account. Then, click on Settings located on the left-hand menu. In the drop-down menu, click on Tags

 

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2. You will be taken to your tag management system. In the upper right-hand corner, click on the plus sign icon. 

 

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3. A pop-up box appear. Under Tag Name, click on the box and type in a name for your tag.

 

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When you are finished, click on Submit.

 

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Thank You!

We appreciate you taking the time to learn how to create a tag! For questions, contact us at support@profitdrive.com

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