Tags

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What Are Tags?

Tags are freeform labels you can attach to contacts, accounts, and leads to categorize and organize them in ways that matter to your business. Unlike fixed fields (such as stage or source), tags are flexible — you can create any tag your team needs and apply it to as many records as you want. Common uses for tags include:

• Marking high-value or VIP relationships (VIP, Enterprise)
• Tracking event attendance (NRF 2025, Webinar Attendee)
• Segmenting by interest or product (Interested in Pro Plan, Hardware Customer)
• Internal workflow flags (Do Not Call, Pending Approval)

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Creating and Managing Tags

Tags are created on the fly — you don’t need to pre-define them before using them.

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Creating a Tag

1. Open any contact, account, or lead record.
2. In the Tags field, type a new tag name and press Enter.
3. The tag is created and applied to that record instantly.

The same tag is now available for use on other records via autocomplete.

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Managing Existing Tags

To view and manage all tags in your workspace:

1. Go to Settings → Tags.
2. You’ll see a list of all tags, the number of records each is applied to, and options to rename or delete them.

Renaming a tag updates it everywhere it’s applied. Deleting a tag removes it from all records — the records themselves are not affected.

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Tagging Contacts, Accounts, and Leads

Apply tags from the record’s detail page:

• Contacts — Open the contact, click the Tags field, and type or select tags.
• Accounts — Open the account record and use the Tags field.
• Leads — Open the lead and add tags via the Tags field.

You can apply multiple tags to a single record. Tags are visible at a glance on list views and at the top of each detail page.

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Bulk Tagging

To apply a tag to multiple records at once:

1. Go to the Contacts, Accounts, or Leads list.
2. Select multiple records using the checkboxes.
3. Click Bulk Actions → Add Tag.
4. Type or select the tag and confirm.

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Filtering by Tags

Tags are available as a filter option across all CRM lists. In the Contacts, Accounts, or Leads list:

1. Click Filter.
2. Select Tags as a filter criterion.
3. Choose one or more tags.
4. The list updates to show only records with all of the selected tags applied.

Save a tag-based filter as a Saved View to quickly return to a specific segment later.

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Using Tags in Automations

Tags can be used as both conditions and actions in automations. As a condition — Trigger automation steps only when a record has (or doesn’t have) a specific tag. For example: only send a follow-up email if the lead is tagged Webinar Attendee. As an action — Apply or remove a tag as part of an automation sequence. For example: when a contact moves to the Customer stage, automatically apply the Active Customer tag and remove the Prospect tag. This makes tags a powerful tool for dynamic segmentation — your tag-based views and filters stay up to date automatically as automations apply and remove tags based on record activity.