You can assign multiple tags to the same contact, and you can restrict each tag’s visibility to specific teams to keep your workspace organised.
Create a tag
Open the Tags area
In the left-hand menu, click Tags. You will see a list of existing tags, or an empty screen if none have been created yet.
Fill in the tag details
Complete the following fields:
- Name — enter a clear label (for example, Active Customer, Segment: Health, or Referral).
- Description (optional) — add context about when or how to use this tag.
- Color — choose a color to make the tag easy to identify at a glance.
- Availability:
- To make the tag visible to all teams, enable the corresponding option.
- To restrict the tag to specific teams, enable Select specific teams and check the ones that should have access (for example, Admin, Sales, Support).
Tag ideas for your workspace
These categories reflect lasting contact characteristics and are useful across sales, support, and relationship management:Customer type
Individual, Business, Distributor, Reseller
Industry segment
Retail, Technology, Health, Education
Contact source
Referral, Social media, Website, Event
Relationship status
Active customer, Inactive customer, Former customer, Potential partner
Main interest
Product A, Technical support, Consulting, Licensing
Lead profile
Cold lead, Priority, Opportunity
Tips
- Use different colors to distinguish tag categories visually (for example, by department, customer type, or status).
- Create tags that describe who the contact is, so they remain useful over time.
- Avoid creating too many tags — an overcrowded list makes filtering and daily use harder.
- Review your tags periodically to remove duplicates or outdated terms.