For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/create/webinar/webinar-leads-tab.md.
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  • How do I tag, add to lists or open the contact of someone who registered for the webinar?

    In the webinar's Leads tab, tick registrants in the first column of the table and use the bar that appears at the bottom to Manage tags or Manage lists for all of them at once. The View lead button (the arrow icon in the CRM column) opens the contact panel next to the table, the same one used in activities.

    Role: any member with access to the workspace.

    Apply tags or add to lists in bulk

    1. Open the webinar and go to the Leads tab.
    2. Use the search and the status and session filters to reach the registrants you want.
    3. Tick the row checkboxes, or the header checkbox to select every registrant on the page.
    4. In the bottom bar, click Manage tags or Manage lists.
    5. Choose Add or Remove, pick the tags or lists and confirm.

    The selection covers only the registrants you ticked, and can gather people from more than one page of the table. It is cleared when you change the search or a filter, and when you leave the tab.

    Registrations without a lead linked in the CRM have no checkbox: there is no contact to receive the tag or join the list.

    Open a registrant's contact

    1. On the registrant's row, click the arrow icon in the CRM column (View lead).
    2. The contact panel opens over the table, with activities, forms and quizzes, conversations, purchases and members area.
    3. Close the panel to return to the table as you left it, with the selection and filters kept.