Video Tutorial
Prefer a quick walkthrough? Follow the steps below.
Types of Tags
We recommend using tags consistently so records can be easily searched and grouped.
then you can also filter it out the records you wants to see.
Company Tags
Used to categorize organizations.
Examples:
Producer
Wholesale Buyer
Retailer
Distributor
Partner
Use when: You want to identify the type of organization or business relationship.
Contact Tags
Used to categorize individual people.
Examples:
Decision Maker
Buyer
Owner
Workshop Attendee
Active Customer
Use when: You want to identify a person's role or relationship to your organization.
Location or Region Tags
Used to group records by geography.
Examples:
Washington
Idaho
Spokane
Pacific Northwest
Use when: You need to filter contacts or companies by location.
Recommended Tagging Practices
✅ Use tags that describe the company type, contact role, or location.
✅ Keep tag names simple and consistent.
✅ Check for existing tags before creating new ones to avoid duplicates.
Add a Tag to a Record
Step 1: Open a Company or Contact
Locate and open the company or contact you would like to update.
Step 2: Find the Tags Field
Scroll to the Tags section on the record.
Step 3: Add a Tag
Click inside the Tags field and select an existing tag, or type to search for one.
Step 4: Save Your Changes
Confirm the tag appears on the record and save if needed.
Creating a New Tag
If the tag you need does not already exist:
Navigate to the Tags section.
Click Add New Tag.
Enter a clear and descriptive tag name.
Save the tag.
Before creating a new tag, check whether a similar tag already exists to keep tagging consistent across the CRM.