Adding & Updating Tags for Lead Capture

In the Lead Capture Exhibitor Portal, exhibitors can create custom tags for booth staff to associate with their leads in the Lead Capture Mobile App. 

Tags provide a way to categorize leads with keywords. Examples include: 

• Lead Type (e.g. Past Customer, Existing Customer, Prospect, Hot Lead) 
• Annual Revenue (e.g. Less than $10k, $11-25k, Greater than $25k) 
• Product Names/Lines (e.g. Shoes, Clothing, Accessories) 
• Follow-Up Action (e.g. Follow-Up Email, Follow-Up Call, Schedule Meeting, Schedule Demo) 

Add a Tag 

1. Navigate to the Tags page. 
2. Select the Add button to open the Add New Tag panel.
3. Enter the tag name (up to 35 characters) and select the Save button.

Edit a Tag

1. Navigate to the Tags page.  
2. Select the tag row to open the Tag Details panel.
3. Select the Edit button.

4. Update the Tag Name and select the Save button.

Remove a Tag

1. Navigate to the Tags page.  
2. Select the tag row to open the Tag Details panel.
3. Select the Remove button.