What Tags Are
Tags:
Describe a contact
Group contacts logically
Are usually added automatically
Examples:
Lead
Client
Booked Call
Paid Customer
Where to See Tags
Go to Contacts
Open a contact profile
Look for the Tags section
How Tags Are Added
Tags can be added:
Automatically (via system actions)
Manually (by you or your team)
In most cases, tags are added automatically.
When to Add Tags Manually
Manual tagging is useful when:
Making personal notes
Marking special cases
Identifying internal context
Avoid creating too many manual tags.
What Tags Should Not Be Used For
Do not use tags as:
A replacement for pipelines
A substitute for notes
A way to control automation unless instructed
If you are unsure whether a tag is safe to use, ask Emmi.