Tags are a powerful tool for organizing Contacts, Accounts, and Opportunities using personalized labels. They are especially useful for non-admin sub-users to organize their data in a personalized way since they don't have direct control over creating custom fields. They are perfect for distinguishing between things like customers vs team members, active vs past clients, and more.
Once a tag is added to a contact, it becomes usable in filter views, allowing you to quickly pull up dynamic lists of contacts based on their tags.
Tags are not account-wide and are only usable for the User who creates them. This makes them perfect for teams where a User can implement a personal system that doesn't affect everyone else.
Keep this in mind when tracking data that you want to be account-wide. Custom Fields are the way to manage account-wide data.
Step 1: Create Tags
Before you can apply a tag to any contact, it must be created in your settings.
Go to Settings in the bottom-left corner of your screen.
Click Customize.
Scroll down to the Tags section.
Type the name of your tag (e.g.,
Customer) and click Add Tag.
Now your tag is ready to be used.
Step 2: Add Tags to Contacts
You can add tags in two main ways:
Option 1: Add to a single contact
Go to the Contacts page.
Click Edit Contact under the contact's name.
Under Basic Fields, find the Choose Tags field.
Select your tag (e.g.,
Customer).Click Edit and Reload to save.
Option 2: Bulk tag multiple contacts
Check the box next to each contact you want to tag.
Click the dropdown at the top of the table (e.g., "2 selected").
Choose Add/Remove Tags.
Select the tag(s) you want to add or remove.
Click Apply.
Step 3: View Tags on Contacts
There are two main ways to see what tags are applied:
1. Add a Tags column
Click the Columns button on the contacts table.
Search for Tag under standard fields.
Select Contact Tag and add it to your view.
2. Open the contact record
Inside the contact record, scroll to the Details section to see all applied tags.
Step 4: Create Dynamic Filter Views Using Tags
Filter views let you create saved, live-updating contact lists based on tag(s).
Go to the Contacts page.
Click the Filter button.
Choose the Tag field as your filter condition.
Example:
Contact Tag includes Customer
(Optional) Add additional conditions (e.g.,
Status Tag includes Active).Name your filter view (e.g.,
Active Customers) and click Save.
This view will now always show all contacts matching those tag(s) – and will update automatically as you add or remove tags.