To add tags to individual Prospects:

  1. Go to Prospects in the left navigation panel
  2. Select the desired Prospect 
    • Search criteria can be used to narrow your list of Prospects by one (or more) of the below criteria:
      • First Name
      • Last Name
      • Title
      • Company  
  3. Select the box just left of the Prospect
  4. Click Tags in the top action buttons
  5. Select the preferred tag(s) by clicking the + sign to the right of each tag OR create a new one buy entering the new keyword into the box                                                                                                                                                                                              
  6. Close the window and continue any additional actions


To learn more about bulk adding Prospect Tags, please visit our Help Article.