Tags

Tags are short labels such as VIP or Trade fair 2026 that you put on deals, leads, contacts and companies. Anyone with CRM access can add them.

#Add tags to a record

1. Open the record and select Edit.
2. Under Tags, select Add tags… and type. Choose an existing tag or press Enter to create a new one.
3. Save the record.

A record can have up to 30 tags. To remove a tag, select the × on it.

#Filter by tag

In a list, open + Add field filter…, choose Tags and then has any of, has all of or has none of. Save the filter in a view to use it again; see Deal list, filters and saved views.

#Tag many records at once

Select the records in the list, open Actions ▾ and choose Add tag or Remove tag. Pick the tag, or type a new one when adding.

#Rename, recolour or delete tags

Owner and Company admin tidy up tags in Company admin → Company → Settings → CRM fields under Tags:

• Select Edit to change the Tag name or Tag colour, then Save.
• Delete tag removes it from every record; the records stay.