What are tags?

A tag is a keyword or categorizing term that can be attached to a Lead, Contact, or Deal. Tagging can be useful when you need something to quickly filter information by.

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HOW YOU CAN USE TAGS?

For example, if certain Contacts are more valuable than others, adding a “Premium” Tag to them can help differentiate them from other Contacts.

The main Tags filter can be found on the right side of the main Leads, Contacts, and Deals pages. 

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Tags can also be used to filter your Reports. Simply select the Report that you'd like to see, then select the relevant Tag.

 WHAT HAPPENS WITH TAGS WHEN THE RECORD CHANGE ITS STAGE OR TYPE

We never delete tags when Leads, Contacts or Deals change their state. 

When you convert a Lead that had one or more lead-specific tags assigned, these tags are carried on to the new Contact and Deal's card.

If you convert Lead to a Contact with a Deal corresponding tags are created for Prospects and Customers section in Settings.

If you convert Lead to a Contact without Deal corresponding tags are created for Contacts section in Settings.

When you change a prospect or customer back to a regular contact, still no tags are lost. Once again, corresponding tags are created for Contacts in Settings.

TAGS PERMISSIONS

Tags are system-wide, which means that any tag you create will be visible to your whole team.

HOW DO I ADD TAGS TO LEAD, CONTACT OR DEAL?