Tags are a powerful feature in Lead Scout that allows you to categorize and organize your prospects with precision. Whether you want to note specific home issues, homeowner details, or any other relevant information, tags have got you covered.
Creating Custom Tags
With Lead Scout, you have the freedom to create your own custom tags. These tags can be personalized to suit your business' specific needs, making it easy to identify key details about each prospect.
Tags Are Shared Across Your Account
Collaboration is at the heart of Lead Scout. When other team members create new tags, you can utilize them too, and vice versa. This ensures that everyone is on the same page and benefits from the collective knowledge of your team.
How to Add Tags to a Prospect
Adding tags to a prospect is a straightforward process. Here's how:
Step 1: Open the Lead Scout app and select the prospect you want to tag.
Step 2: Scroll down to the "Tags" section and tap "Add Tag".
Step 3: You can now either search for and select an existing tags shared across your account or create a custom tag by typing in the new tag name and tapping "Create New Tag".
The Power of Tags
Tags serve as valuable categorization, allowing you to filter and segment your prospects effectively. The ability to filter the map by tags is on its way, so that feature will soon provide an even more enhanced user experience.
With tags, you can ensure that no important detail is overlooked, and your sales pipeline remains organized and efficient.
Stay tuned for the upcoming feature that will enable you to filter prospects by tags. In the meantime, start tagging your prospects and enjoy the benefits of enhanced organization and collaboration.
Got more questions about using tags in Lead Scout? Contact our support team for assistance.