Tags

Create, clean up, and apply tags so contacts, leads, deals, and workflows stay searchable.

5 min readUpdated July 2026

Open tags

  • Open Settings, then Tags
  • Create tags with clear names
  • Use tags for workflow labels, source context, campaigns, and cleanup queues
Video walkthrough placeholder showing the Tags settings tab, create tag modal, applied tag on a record, and cleanup flow.
Video: Manage tags
Video walkthrough placeholder showing the Tags settings tab, create tag modal, applied tag on a record, and cleanup flow.
Tags settings page showing existing tags, create tag button, usage counts, and edit or delete actions.
Tags settings page showing existing tags, create tag button, usage counts, and edit or delete actions.

Keep tags useful

  • Avoid duplicate tags with tiny spelling differences
  • Use saved filters for high-value tags
  • Archive or merge stale tags when they no longer map to a workflow
  • Do not use tags as a replacement for pipeline stages

Common issues

  • Tag not appearing — refresh the record editor
  • Too many tags — clean up old campaign tags
  • Cannot delete tag — check permissions or active usage

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