User Guide: Using Tags in OAT

Tags in OAT are used for categorizing and organizing leads, enabling users to filter efficiently. This guide will provide a step-by-step process on how to add, remove, and manage tags in OAT.

Steps to Add/Remove Tags

1. Accessing the Feature

   • Go to the Leads Screen

2. Selecting a Lead

   • Click on the name of the lead to which you want to add a tag. This will take you to that lead’s details page.

3. Adding a Tag

   • Click on the "+” next to the lead’s name
   • Type in a new tag or select an existing one from the dropdown menu.

   

4. Confirming the Tag Addition

   • Click away from the text box to add the new tag.

5. Adding Multiple Tags

   • Click on the plus sign to add additional tags. Multiple tags can be added to the same lead.

6. Removing a Tag

   • To remove a tag, click on the 'x' next to the tag you wish to remove from a lead.

7. Viewing Applied Tags

   • Go to the Leads Screen. There’s a column displaying the tag(s) for each lead.

   

8. Managing Tags in Settings

   • Click on "Settings" and then on "Tags" to manage your custom tags.
   • In the Tags table, you can edit all tags and delete custom ones.

Importance of Tags

Tags are important for organizing leads and making the sales process more efficient. By tagging leads, you can:

• Filter and Search: Quickly find leads based on specific characteristics or interests.
• Customization: Create custom tags that align with your sales and marketing strategies.
• Efficiency: Improve team efficiency by helping organize and categorize leads.