Tag your contacts
Add and remove tags on a contact, and use them to filter your Contacts list.
Tags are short labels, such as “first-time buyer” or “referral”, that you can filter Contacts by.
Add a tag
Open the contact
Open their full record. Tags is in Details on the left.
Type the tag
Click Add tag, type the tag, and press Enter or type a comma. Press Esc to stop without saving.
Tags added here are saved in lowercase, and the timeline notes each one you add or remove.
Remove a tag
Hover over the tag and click the small X beside it.
Other ways to tag
- In Quick add, type tags in Tags, separated by commas.
- In a CSV import, map a column to Tags. Separate several tags in one cell with commas.
Filter by tag
On Contacts, open Tags in the filter bar and pick one. The list shows every tag in use.