Tags

Tags are free-form labels you attach to leads for segmentation, filtering, and automation targeting.

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Creating a Tag

Tags are created in two ways:

Method 1 — From the Tag Manager:

1. Go to Leads → Tags in the sidebar.
2. Click New Tag.
3. Enter a name and optional color.
4. Click Save.

Method 2 — On the fly: When editing a lead, type a new tag name in the Tags field and press Enter. The tag is created automatically.

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Applying Tags to Leads

Single lead:

1. Open the lead detail view.
2. Click Edit.
3. In the Tags field, select existing tags or type to create new ones.
4. Save.

Bulk apply:

1. Select multiple leads in the leads list using checkboxes.
2. Click Bulk Actions → Add Tag.
3. Select the tag and confirm.

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Filtering by Tag

On the leads list, use the Tag filter to show only leads with a specific tag (or combination of tags).

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Using Tags in Automations

Tags are a core part of the automation engine:

• Trigger: Tag Added to Lead — fire an automation when a specific tag is applied
• Condition: Lead Has Tag — check if a lead has a tag before proceeding
• Condition: Lead Does Not Have Tag — check absence of a tag
• Action: Add Tag — apply a tag as an automation step
• Action: Remove Tag — remove a tag as an automation step

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Managing Tags

Go to Leads → Tags to:

• View all tags with lead counts
• Edit tag name or color
• Delete a tag (removes it from all leads — the leads themselves are not deleted)

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Best Practices

• Use tags for campaign tracking (e.g. "webinar-2026-q1", "promo-black-friday")
• Use tags to mark lead intent (e.g. "hot-lead", "needs-follow-up", "dnc")
• Keep tag names lowercase and hyphenated for consistency
• Combine tags with automation to auto-tag incoming leads by source or behavior