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Tagging Leads In Workiz

Lead tagging in Workiz is used to organize, prioritize, and track leads consistently across the team. Tags should be applied as soon as a lead is created or reviewed.

Lili Salazar

Lili Salazar

January 19, 2026

Tagging Leads In Workiz

Lead Tagging Resource – Workiz

Purpose of Lead Tags

Lead tags in Workiz help you:

  • Quickly identify lead type and quality
  • Segment leads for follow-up and reporting
  • Track marketing performance
  • Standardize team workflows

When to Tag a Lead

Tag a lead as soon as it is created or reviewed, ideally during the first contact or booking.

Best moments:

  • After the initial call or message
  • When reviewing new online bookings
  • During follow-up if new information is discovered

1. Lead Source Tags

Use one primary source tag per lead.
Examples:

  • Google
  • Website/Vans
  • Winnsupply referral
  • Yelp
  • Facebook
  • Referral
  • Pure Maintenance

Purpose: Marketing attribution & ROI tracking

Suggested Tag Review Process

  • Weekly: Review new tags for duplicates
  • Monthly: Remove unused or confusing tags
  • Quarterly: Align tag list with marketing and sales goals

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