Adding tags to items

There are multiple ways to add tags to leads, accounts, and sequences in Yess. Choose the method that best fits your workflow.

From Table View - Multiple Selection

1. Navigate to Items

   Go to Leads, Accounts, and Sequences in your dashboard

   
2. Select Items

   Check the boxes next to the items you want to tag

   
3. Click Add Tag

   Click the “Add Tag” button in the top action bar

   
4. Choose or Create Tag

   Select an existing tag or create a new one

   

From Item Details Sidebar

1. Open Item Details

   Click on any item in its respective table to open the sidebar

2. Go to Tags Section

   Select the “Tags” field in the details

   
3. Add Tag

   Click the “Add Tag” button

4. Select or Create

   Choose an existing tag or create a new one

   

From Chrome Extension

When adding tags from the Chrome extension, they can only be applied to leads, not accounts or sequences.

1. Open Extension

   Click the Yess extension icon in your Chrome browser

   
2. Select Lead

   The extension will automatically detect the lead from the current page

   
3. Click Tags

   Open the Tags section in the extension

   
4. Choose Tag

   Select an existing tag or create a new one

   
5. Confirm

   Click “Add Tag” to confirm

You can add multiple tags to any item. This gives you flexibility in organizing your data across different categories or campaigns.