Tags

Required role: Admin or Owner

Only Admin and Owner users can create, edit, or delete tags. All roles can apply and view tags on records they have access to.

What are tags?

Tags are color-coded labels you can apply to contacts, companies, and deals. They help you categorize and filter your records. Each entity type has its own set of tags.

Manage tags

1. Go to Settings > Tags
2. You’ll see three sections:
   • Contact Tags
   • Company Tags
   • Deal Tags

Create a tag

1. Click New in the relevant section
2. Enter a Tag Name
3. Pick a Color — choose from 10 preset colors or use the custom color picker
4. Click Save

The preset colors include teal, purple, coral, orange, pink, seafoam, gold, green, forest green, and dark purple.

Edit a tag

1. Click the edit icon next to the tag
2. Change the name or color
3. Click Save

Delete a tag

1. Click the delete icon next to the tag
2. Confirm the deletion

Caution

Deleting a tag removes it from all records that have it. This cannot be undone.

Using tags on records

On any contact, company, or deal detail page:

1. Click the tags area in the header
2. Select a tag from the dropdown to add it
3. Click the X on a tag to remove it

Tags also appear as colored badges in list views and can be used as filters (see Filtering & Saved Views).