Note for Enhanced Records accounts: Lead Tags are available for Sales Records only. These do not apply to your account. To check if your account is on Enhanced Records, visit the Subscription page.
This article explains how to create and apply Lead Tags to Sales Records in AMS+. Lead Tags are descriptive labels or keywords that help categorize and organize Sales Records more efficiently. For example, you could have a Sales Record with a status of "New Lead" with Lead Tags of "VIP Client" or "AEP Review Needed".
Requirements
- You must be logged into AMS+ as an Agency User.
- To create Lead Tags:
- You must be assigned to a Security Group with the Sales Enablement Visible and Manage Users permissions.
- To apply Lead Tags to Sales Records:
- You must be assigned to a Security Group with the Sales Enablement Visible permission.
- You must have user account Sales permissions with View and Edit enabled for at least one Record Type.
In this article
How to create Lead Tags
Go to My Agency Settings and open the Lead Tags setting.
Add new Lead Tags to the Add Tag section.
You can add as many as you want.
How to apply Lead Tags
You can add Lead Tags one Sales Record at a time or mass-add Lead Tags to multiple Sales Records. You can also apply Lead Tags via Sales Automated Workflows.
To add Lead Tags to a single Sales Record:
- Go to a Sales Record and locate the Tags section on the right-hand side.
- Select the dropdown list and add as many Lead Tags as you want.
To mass-add Lead Tags to multiple Sales Records:
- Go to the Leads List and select the SELECT ALL button.
- Select the BULK UPDATE button to open the Bulk Update window.
- Choose which Lead Tag you want to add to the selected Sales Records in the Tags field and select the SUBMIT button.
All selected records will have the specified Lead Tag applied.