Tags on leads

[charringtonPSB]

Hi all-

I am seeing the Tags heading on a lead accessed from 'leads' in the follow up module. Additionally, seeing the "tags" column in the working screen from 'leads' in the follow up module. BUT where in the process are we able to add the tag?

[DanielH · Accepted solution]

Greetings!

The tags in this section are assigned during the process of taking the initial call that creates the Lead. When initially creating the Lead from a call on the Call Booking Screen, the "Tags" field is where these tags can be added or removed. Whatever tags are present at the time the the call is transitioned from an active call to a Lead to be followed up on later will be the tags that appear on the Lead under Follow Ups > Leads in the Tags column. I'm including a link to the Knowledge Base article covering using customer leads for reference—it doesn't specifically speak to the tags per se, but the field is visible in screenshots in this article. Thanks!
https://help.servicetitan.com/how-to/leads