Tags, notes, and assignments - traxy docs

Use workflow fields to make ownership and context clear before members contact the same lead.

Assign a lead

Choose Assign to select an active member, or Assign to me to take the next step yourself. You can also assign a selection of leads in bulk. Assignment identifies who is working on the lead. It does not change qualification or the lead’s recorded source.

Organize with tags

Apply lead tags to group audiences or track your team’s process. Use filters to find tagged leads and save that filter as a view. Lead tags are separate from tags used for tracking profiles. Review the affected leads before deleting or replacing a tag.

Add a note

Open the lead’s notes and record useful context for the workspace. Notes are shared with members. Only the author can edit or delete their note, and deleting a note is permanent.

Filter your work

Use assignment, tags, notes, status, and feedback filters to build a queue. For example, save a view of active leads assigned to you that still need review. These workflow changes do not consume pipeline capacity or change qualification scores.