A tag is a nifty way to add a certain characteristic to contacts or companies. Doing this allows you to easily divide them into categories: when creating a segment, you can filter based on your own created tags.

Examples of tags can be ‘Customer’, ‘Supplier’, ‘Prospect’, but as with the segments, you’re only limited by your imagination!

• A tag is an eye catcher: you can spot them immediately on a contact or company detail page.
• Just make sure that you don’t put too much information in a tag, as it can get messy real quick.
• A contact or company can have multiple tags and can be used to create different segments.
  
  

Creating tags

1. Navigate to “Settings” and click “CRM”
2. Click on the “+” symbol next to “Tags”
3. Give your newly created tag a name
4. Click “Save”
5. Now you can assign the tag to a contact or company.
   
   

Assigning tags 

1. Go to “Contacts” or “Company”
2. Choose a company and click on the pencil next to “Company information”
3. In the pop up screen you can choose a tag from the drop down menu next to “Tags”
   

4. Click on Save

Removing tags

1. Go to a company or a contact
2. Click on the pencil
3. Delete the tag by clicking on the X next to the tag
   

Notes:

• As an admin, you can remove tags from contacts/companies in bulk by selecting a segment and clicking on Actions > remove tag
• If you delete a tag via your settings, keep in mind that this action is permanent and deleted tags cannot be restored. Deleted tags will also be removed from your contact/company pages.