Campaigns

How do I add tags to a lead?

Open the person in the CRM, press Add in the Tags row of their details, type the tag and press Enter.

Tags let you mark a person in your own words (for example "distributor" or "asked for samples").

  1. Open the person in the CRM.
  2. In the person’s details, click Add in the Tags row.
  3. Type the tag and press Enter. Esc cancels.
The person’s details, with the Tags row

To remove a tag, click the × next to it.

Good to know:

  • A tag can be up to 64 characters. You can't add the same tag twice, whatever the capitalisation.
  • The tag is saved on the person, so if they are on another list too, the tags show there as well, and your team sees them.
  • For now, tags only show in the person's detail; the search and filters in All leads don't look at tags. To find a group again, use stage or owner filters.

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