Add tag to prospect

Read on to learn how to add a tag to a prospect.
Written by Upscale
Updated 10 months ago

You can create various types of tags for a prospect in Upscale. 

Follow these simple steps

  • Go to the Prospects section
  • Select all the prospect(s) from the list that you want to change the stage of
  • Click on the Tag icon

  • Select the tag you want to add from the drop-down list
You can create a new tag by typing and pressing enter. 
  • Confirm your action by clicking on the Add CTA

Related Articles

  1. View and manage prospect
  2. Change prospect stage
  3. Set a prospect's account
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