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Add a Tag or Stage to a Lead
Learn how to add a tag or stage to a lead.
By Erro Support | 01/25/2026
1. Create a Tag
Start by scrolling to the right and clicking the '+' under 'Tag'. Type in the name of the tag you want to add and click add.
2. Create a Stage
Next, scroll to the right and click the drop down under 'Stage'. Type in the name of the stage you want to add and click add.
3. View Stages on a Board
After saving your changes, click the 'Board' tab and see all of your stages. In this view you can drag and drop leads between stages as well as rearrange the order of stages.
4. Assign a Color to a Stage
Click the three dots next to a stage name to assign a color to that stage for better visual organization.
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