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
Select Items
Check the boxes next to the items you want to tag
Click Add Tag
Click the “Add Tag” button in the top action bar
Choose or Create Tag
Select an existing tag or create a new one
From Item Details Sidebar
Open Item Details
Click on any item in its respective table to open the sidebar
Go to Tags Section
Select the “Tags” field in the details
Add Tag
Click the “Add Tag” button
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.
Open Extension
Click the Yess extension icon in your Chrome browser
Select Lead
The extension will automatically detect the lead from the current page
Click Tags
Open the Tags section in the extension
Choose Tag
Select an existing tag or create a new one
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.