Tags are your lifelines. You can use them to identify or categorize your records in Upscale. You can create various tags in Upscale by following these steps -
- Go to the Prospects section
- Select all the prospect(s) from the list that you want to apply the tag to
- Click on the Tag icon
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- Select the tag you want to add from the drop-down list. You can also create a new tag by simply writing the name of the tag and pressing enter.
- Click on Add and confirm your action
Voila! Tag will be added to the prospect. Alternatively, you can also add a tag to the prospect by going to the prospect's profile view.
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