To create a tag

1. Under Contacts menu in the Navigation Toolbar to the left, select Lead Qualification.
   
2. Click on the Tags tab at the top.
   
3. Click Create tag.
   
   
   
   
4. Provide the Tag Name for your reference in the tag creation slide-in.
5. Select a color from the color box to be associated with this tag
6. Provide a short Description for the tag.
7. Enable Additional Condition toggle switch and add criteria for tags, if needed.
   
   
   
   
8. Click Create.
   

Note: It is possible to assign more than one tag to a single contact.

To view contacts associated with a tag

1. Under Contacts menu in the Navigation Toolbar to the left, select Lead Qualification.
   
2. Click on the Tags tab at the top. List of tags created will be displayed.
   
3. Click on the tag for which you want to see the associated contacts.
   

You can perform various bulk operations on contacts here similar to View Contacts tab.

To edit a tag

1. Under Contacts menu in the Navigation Toolbar to the left, select Lead Qualification.
   
2. Click on the Tags tab at the top. List of tags created will be displayed.
3. Click on More Actions button at far right of the required tag.
   
   
   
   
4. Click Edit. Make necessary changes.
   
   
   
   
5. Click Save.