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        • How To Use
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      • Other Troubleshooting
        • What you can do if you're receiving spam calls
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  • Create your Tags and Segments for Leads
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  1. Getting Started
  2. User Panel Guide
  3. CRM
  4. Managing Calls + Leads

Tags and Segments

Here you will add Tags and organize calls and leads with LimePhone

PreviousCall + Lead FilteringNextManaging Leads + Contacts

Last updated 1 year ago

Was this helpful?

Let's look at adding Tags to calls and leads within your LimePhone platform.

Create your Tags and Segments for Leads

This can be done by going to

Here you can create and define Tags and Lead Segments for your Lead Score, Lead Stage and Defined Interests.

Once you have defined the various Tags, Segments and Stages your Leads undertake you can apply then to each lead, organize and filter accordingly.

This can be done on the Lead Section of your Dashboard, or within the Lead Preview or Full Profile.

Once you have defined Stages and Segments, they will automatically be displayed as options for your Leads.

New Tags and Segments can be added at any time.

Need help?

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