Tags are used to categorize and structure information in a flexible way. You can add tags to people, companies, and deals or projects.
❔ How does it work?
A tag is a label you put on a record to describe something that isn't covered by fixed fields, for example:
- Industry or niche.
- Customer type, such as Partner, Prospect, or VIP.
- Campaign or event.
- Status or area of interest.
Tags help you:
- Quickly filter out the right target audience.
- Create segments for mailings or follow-up.
- Get a better overview in the pipeline.
- Structure without having to create new fields.
📽️ You can also watch a video guide below: