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Tags Management

Written by Yevhen

Tags are a tool for the flexible segmentation of your database. With tags, you can label contacts or companies based on specific criteria.

🟡 Note: An unlimited number of tags can be assigned to a single contact or company at the same time.

All existing tags are stored in one place. To access them, open the left side menu, go to the Settings section, and select the Tags tab.

Tags Table Overview

The section's interface contains all the necessary tools for working with tags. Below is a detailed breakdown of each element:

  1. Search by name: A field for quickly finding a tag by its name.

  2. Create Tag: A button to add a new tag. Clicking it opens a modal window where you simply enter the name and save- the new tag will immediately appear in the table.

  3. Name: A column displaying the names of all existing tags in your workspace.

  4. Contacts Count: The number of contacts currently assigned this specific tag.
    🟡 Note: This field is clickable. Clicking the number will automatically take you to a filtered view of these contacts in the CRM.

  5. Author & Creation date: Information regarding which team member created this tag and its exact creation date.

  6. Actions: Tools for managing existing tags:

    • Pencil icon: Allows you to edit the tag's name.

    • Trash bin icon: Deletes the tag.
      🟡 Note: Deleting a tag from this table will permanently and automatically remove it from all contacts and companies to which it was assigned.
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Practical Use of Tags in the CRM

Once your tags are created, you can actively use them while working with your contact and company database.
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Bulk Assigning and Removing Tags

To add or remove tags for a selection of contacts simultaneously:

  1. Go to the Contacts or Accounts section in the CRM.

  2. Select the desired records using the checkboxes.

  3. On the top action bar, click the Tag menu.

  4. Select the Add tags or Remove tags option.

  5. Choose the required tags from the list or enter their names.

Individual Assigning and Removing Tags

You can edit tags directly inside the card of each contact or company:

  1. Open the contact card by clicking on it.

  2. Locate the Tags field on the right side panel.

  3. Click on the field to add existing tags or remove them (by clicking the cross icon next to the tag name).

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