Skip to main content

Tags Module

What This Is​

The Tags module helps you label and group records in the CRM. A tag is a short label, such as New Lead, VIP, Follow Up, or Customer.

When To Use It​

Use Tags when you want to:

  • Organize contacts, tasks, or other records.
  • Filter records by category.
  • Mark important records.
  • Share tags with sub-accounts when needed.
  • Keep related records easy to find.
Tags list pageTags list page

What You Can Do​

In the Tags module, you can:

  • Create a new tag.
  • Choose a tag color.
  • View and edit tag details.
  • Delete tags.
  • Share tags with sub-accounts.
  • Use table or card view.

Basic Workflow​

  1. Open Settings > Tags.
  2. Click Add.
  3. Enter the tag name.
  4. Choose a color and add a description if needed.
  5. Save the tag.
  6. Apply the tag to records where it is useful.

Example​

You can create a Hot Lead tag and apply it to contacts who are very interested. Your sales team can then filter by that tag and follow up faster.

Notes​

  • Use simple tag names that everyone understands.
  • Do not create too many similar tags.
  • Use colors to make important tags easy to notice.