Tags are necessary in order to set up Smart Lists and Workflows in GHL. Follow this guide to create tags outside of Smart List creation.
Follow these steps to create a new Tag:
- Click on the Settings button on the left-hand menu of GHL
- Scroll down and select the Tags tab
- Click New Tag
- Enter the name of the New Tag and hit Create
If you are creating Tags for Call or Called lists, We recommend this naming convention:
Call - "List Name"
Called - "List Name"
Example: Call - Lead List 1 & Called - Lead List 1