Overview
Tags help you categorize and filter contacts by type, status, source, or any criteria meaningful to your workflow.
Accessing Tags
Desktop
- Navigate to Contacts
- See tags in the left sidebar
- Or open any contact and view/edit tags
Mobile
- Tap Contacts
- Tap Tags filter at top
- Or open contact and tap Tags section
Desktop View
Tag Sidebar
- List of all tags with contact counts
- Click tag to filter contacts
- Color-coded for quick recognition
- + New Tag at bottom
- Drag to reorder
Managing Tags
- Click ⋮ next to tag name
- Options: Rename, Change Color, Merge, Delete
- Deleting tag removes from all contacts
- Merge combines two tags into one
Applying Tags
Single Contact:
- Open contact
- Click + Add Tag in tags section
- Select existing or create new
- Tags save automatically
Bulk Tagging:
- Select multiple contacts (checkboxes)
- Click Bulk Actions → Add Tags
- Select tags to apply
- Confirm
Tag Colors
- Choose from preset colors
- Custom hex colors available
- Colors shown in lists and filters
- Help visual categorization
Mobile View
Tag Browser
- Full-screen tag list
- Tap tag to see contacts
- Tag count badges
- Search bar at top
Managing Tags
- Tap Edit in tag list
- Tap tag to rename or change color
- Swipe left to delete
- Drag to reorder
Applying Tags
Single Contact:
- Open contact
- Scroll to Tags section
- Tap + to add tag
- Select from list or create new
Quick Tagging:
- Long-press contact in list
- Tap Add Tag in menu
- Select tags
- Done
Touch Actions
- Tap tag: Filter contacts
- Long-press tag: Edit options
- Swipe left tag: Delete
- Drag tag: Reorder
Tag Strategies
By Contact Type
- Lead
- Client
- Past Client
- Vendor
- Agent
- Personal
By Source
- Website
- Referral
- Social Media
- Open House
- Cold Call
- Import - [CRM Name]
By Status
- Hot Lead
- Warm Lead
- Cold Lead
- Under Contract
- Closed
- Nurturing
By Interest
- Luxury Buyer
- First-Time Buyer
- Investor
- Seller
- Renter
Smart Tags
Auto-Tagging Rules
- Go to Settings → Contacts → Auto Tags
- Create rule: "If [condition] then add [tag]"
- Conditions: source, field value, activity
- Applied automatically to new contacts
Example Rules
- Lead from website → Tag: "Website Lead"
- No activity 30 days → Tag: "Needs Follow-up"
- Purchase complete → Tag: "Client"
Filtering with Tags
Single Tag
- Click/tap tag to filter
- Shows only contacts with that tag
Multiple Tags (AND)
- Hold Ctrl/Cmd and click multiple tags
- Shows contacts with ALL selected tags
Exclude Tags
- Click Exclude option on tag
- Hides contacts with that tag
Tips
- Keep tags consistent (avoid "buyer" and "Buyer")
- Merge duplicate tags regularly
- Use colors meaningfully (red for urgent, etc.)
- Review and clean up tags monthly
