How to Group, Tag, and Filter Your Contact List

Learning how to group, tag, and filter your contact list helps you turn a chaotic address book into an organized, actionable CRM. By assigning custom colored tags to your leads (like "VIP", "Hot Lead", or "Tech Expo 2026"), you can instantly pull up the exact group of people you need to follow up with.

This guide will walk you through creating and managing tags, then using them to filter your contact list.

Assigning Tags to Contacts

You can apply tags to individual contacts directly from their profile.

1. Navigate to your Contacts page.
2. Click on a contact's name to open their profile.
3. Find the Tags section.
4. Click the + Add button (or + Add tags if no tags are present).
5. A searchable dropdown will appear. You can type to find a specific tag or browse the list.
6. Click on a tag to apply it to the contact.

Removing Tags from Contacts

If a contact's status changes, you can easily remove outdated tags.

1. In the contact's Tags section, hover over the tag you wish to remove.
2. An X icon will appear to the right of the tag.
3. Click the X icon to remove the tag.

Creating and Managing Custom Tags

Establish your own organizational system with custom labels and colors.

• Open any contact's profile and navigate to the Tags section.
• Click the Manage Tags button, typically located in the top right corner of the section.
  • If the contact has no tags yet, you can also click the "Create your first tag" link.
• The Tag Manager window will open, allowing you to:
  • Create new tags
  • Assign or change tag colors
  • Rename existing tags across your entire workspace

Filtering Your Contact List by Tags

Once your contacts are tagged, use these tags to sort and segment your database.

1. Go to your main Contacts dashboard.
2. Locate the Filter or Tags dropdown menu, usually found near the top search bar.
3. Select one or more tags from the list.
4. Your contact list will instantly update to show only contacts associated with the selected tags.

This allows for easy targeted communication, such as sending segmented email campaigns or exporting specific groups of contacts.

💡 Automation Tip: Tags can trigger automated actions. For example, you can set up an automation to send a follow-up email whenever a contact is tagged as "New Lead".