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Add, Edit, And Delete Tags

addTag placeholder editTag placeholder deleteTag placeholder

Overview​

LeadX uses one simple form for adding, viewing, and editing tags. The same screen is reused, so the main difference is whether you are creating a new tag, changing an existing one, or only looking at it.

Access​

  • Add: /add-tag
  • Edit: /edit-tag/:id
  • View: /view-tag/:id

Form Fields​

  • Tag Name
  • Description
  • Add to Segment

What The User Sees​

  • In add mode, the main button is Add.
  • In edit mode, the main button is Update.
  • In view mode, the form is read-only.
  • Cancel or Back returns to the tags list.

Important Behavior​

  • The save button stays disabled until the tag name is filled in.
  • Add to Segment is available when creating or editing, but not in view mode.
  • After saving, LeadX returns to the Tags page.

Delete​

Tag deletion happens from the Tags list.

  1. Open the Tags page.
  2. Click Delete on the row you want to remove.
  3. Review the confirmation message.
  4. Confirm to remove the tag.