Tag a lead

The information era has its challenges. How quick can you respond?

Leadfeeder has the ability to show the information you need to react immediately. There are several tools to personalize how the leads are shown. Here we will go over how to add a tag within Leadfeeder and finding that tag within a custom feed.

STEP 1: Tag a company by pressing the Add tag button within the company details.

STEP 2: A window opens (see image below), where you can see ready-made tags for use.

Create a new tag by writing the name of the tag on the field New tag and click then Create. You can also select a tag that is created before by clicking on the tag.  

Let's say the company in question is your biggest competitor. You might want to tag the company as 'competitor'. You can also set multiple tags per company. If you are interested in competitor tracking, you might want to check our competitor tracking pocket guide.

You can also manage all your tags from the same window or add a new tag.

STEP 3: Once added, the tag will show up in the lead information. You can always add or modify tags by pressing the tag button again.

The more companies you tag, the easier it is to filter the tagged companies from your All leads feed.

Let's have a look at how effectively you can filter tagged companies.

To filter tagged companies you should create a custom feed. If you've never created one, you might want to first have a look at the basics of creating a custom feed.

STEP 1: Let's start by creating a custom feed by pressing the button Create new feed.

STEP 2: Name the feed by writing that on the field under the title Feed's name. Select then Tags from the dropdown menu under the title Filters and Leadfeeder Activities.

STEP 3: Once the Tags filter is selected you are able to choose to include or exclude tags for the new custom feed. Find the desired tag and be sure to click Add. Once you've done that just press Save feed. You've now successfully created a custom feed.

STEP 4: You can now check your new custom tag feed by selecting it from the feed list!

NOTE: Remember that you should seriously consider subscribing to email alerts so you get updated every time a tagged company comes back to your website. In the email alerts, you can see what they have been doing on your website and how they got there.

You can manage all tags by clicking Manage all tags when adding a new tag to a lead (see STEP 2 in this article). A new window will open where you can change the names, create new tags, and choose a specific color for the tag.

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