Tags are colored labels you create yourself and attach to client profiles — a completely customizable way to track whatever matters to your workflow, whether that's how a lead came in, a special status, or anything else you want to spot at a glance.
Getting there
From the left sidebar, click Settings, then choose Tags from the settings menu.
Dashboard Widget
Toggle Show tags widget on dashboard to add a Tags card to your Dashboard, showing your profiles grouped by tag.
Creating a tag
Click + New tag (or + Create tag if you don't have any yet) to open the tag builder.
Enter a Name (up to 24 characters).
Optionally, add a Description (up to 120 characters) — this shows as a tooltip when someone hovers over the tag on a profile.
Pick a Color from the palette, or click the custom swatch to enter your own hex code.
Once you've entered a name, a Preview of the tag appears so you can see exactly how it'll look.
Click Create tag.
Your tags
Every tag you've created is listed under Your tags, along with its description. Use the pencil icon to edit a tag, or the trash icon to delete it.
Applying a tag to a profile
Tags are applied from the profile itself, not from Settings.
Open a client's profile.
Below their name, click the tag icon and then the + button.
Choose a tag from the dropdown to apply it.
Once applied, the tag appears as a colored pill right next to the client's name. Hover over it to see the tag's description, if you added one.
You can click + again to add additional tags to the same profile — a client can carry more than one.
Tags on your dashboard
If you've turned on the Dashboard Widget, your Tags card shows every tag along with how many profiles carry it. Click a tag to expand it and see the list of profiles underneath.
