Follow-up

Tags

Create and manage tags to classify leads and conversations.

Where it is

Menu Seguimiento → Etiquetas (route /tags).

Create and edit

  1. Open Etiquetas.
  2. Create a new tag or edit an existing one (name, color, and other fields in the modal).
  3. Save.

You can search the list and delete tags with confirmation.

Where they are used

Tags are applied when handling leads/chats and work as filters in:

  • Chats
  • Embudos

Use them for source, interest, commercial priority, or any classification your team needs to see at a glance.