How to Organize Leads Using Tags in Dripify

Introducing Tags - a new way to organize your leads in Dripify. Tags help you organize, categorize, and segment your leads based on what matters most - interest level, priority, sales funnel stage, or follow-up status. They make your outreach smoother, faster, and more organized! 🙌

Tags let you label leads with predefined categories. To help you get started, Dripify includes 10 default tags: Ghosted, Not interested, Interested, Meeting booked, Competitor, Partner, New lead, Customer, Low fit, High priority.

Moreover, you're not limited to these! Create and manage your own custom tags in Settings → Lead Tagging section for complete flexibility.

Tags make it easier to:

Use the "+ Add tag" button in several places across Dripify:

Under each lead's name in the main Leads tab or any campaign-specific lead list.

Try to select multiple leads and apply any tags you need. Using a combination of tags helps you organise your leads more effectively and achieve better results.

In the right-hand lead profile widget, when a conversation is selected.

Inside the detailed lead view, just click "+ Add tag" to pick an existing tag or create a new one instantly.

Add tags like "Interested for Later" to gather and retarget leads when the timing is right.

Use default tags like "New Lead", "Meeting Booked", or "Opportunity", or create and apply custom tags to track each lead's progress. Apply tags to efficiently filter and group your leads for future use. By default, the filter displays the label “All tags”, but you can obtain the desired list of leads by selecting the relevant tag.

Filter Inbox by tags like "Follow-Up Needed" to focus on conversations that need action.

Create color-coded custom tags, edit existing ones, or delete unnecessary tags anytime in Settings.

Tags are simple, flexible, and effective - and we're just getting started. Enjoy smoother lead management and a more organized Dripify experience!