Organizing Contacts with Tags and Hashtags

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Why Use Tags?

Tags are flexible labels you can assign to contacts for quick organization and filtering. Unlike fixed fields like 'Status' or 'Role', you can create your own categories with tags.

Benefits of Tags

Flexible categorization: Create your own organization system
Multiple tags per contact: A contact can be 'VIP', 'Hot Lead' AND 'Luxury Buyer'
Quick filtering: Click on a tag to see all contacts with that tag
Bulk operations: Perform actions on all contacts with a specific tag
Visual organization: Tags have colors for quick recognition

Tag vs Status vs Custom Field

Status: Fixed choices (Active, Inactive, Won, Lost)
Custom Field: Structured data with fixed types
Tags: Free labels, multiple possible, easy to change

Adding Tags to Contacts

Method 1: Directly in Contact Form

Open a contact (or create a new contact)
Scroll to the Tags field
Start typing - you'll see suggestions of existing tags
Choose an existing tag OR press Enter to create a new tag
Add multiple tags by continuing to type
Click Save

Tip: Tags are automatically saved in the system as soon as you create them.

Method 2: Bulk Add Tags

Add the same tag to multiple contacts at once:

Go to the Contacts list
Select multiple contacts (checkboxes)
Click Bulk Actions
Choose Add Tags
Type the tag name
Click Apply

All selected contacts will now have this tag assigned.

Method 3: Manage Tags in Settings

Create and manage tags centrally:

Go to Settings (gear icon)
Choose Tags
Click + Create Tag
Fill in: Tag name, color, description
Click Save

Benefits of managing tags centrally:

Consistent naming conventions
Assign colors for visual organization
Add descriptions for teamlids
Archive inactive tags
See tag usage statistics

Example Tag Systems

Filtering by Tags

Tags are powerful for filtering and segmentation:

Filter Options

Click on tag badge: In the contacts list, click on a tag to see all contacts with that tag
Use advanced filters: Go to Contacts > Filters > Tags and select one or multiple tags
Combine filters: Use tags in combination with status, location, or other filters