How to Organize Contacts with Tags
Tags are colored labels, for example "lead", "VIP" or "Expo 2026".
Add tags to a contact
- Open the contact.
- Under Tags, select + (Add tags).
- Search for a tag and select it, or create a new one.
Click a tag on the contact to remove it.
Manage your tags
Select Manage Tags to create, rename, recolor or delete tags. If you have none yet, select Create your first tag.
Use tags
- Filter your contacts list by tag.
- Target email campaigns at a tag.
- Start automations with the When a tag is added to a contact trigger, for example to create a follow-up task for new leads.
Tip
Keep a short list of tags that everyone on the team understands. Too many similar tags make filtering harder.