Definition
Tag
A tag is a label you attach to a contact or record in a CRM to organize and find them, such as VIP, new lead, or emergency service. Tags make it easy to group contacts flexibly and trigger the right follow-up or segmentation without rigid categories.
Tags are flexible sticky notes for your records. Unlike fixed fields, you can create tags freely and add as many as fit, marking a contact as a repeat customer, a referral source, or interested in a specific service.
Tags power organization and automation. You can filter your contacts by tag, send a campaign to everyone with a certain tag, or trigger follow-up when a tag is applied. Used consistently, tags keep a growing contact list easy to navigate and act on.
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