Organize without losing context
Tags allow contacts to be grouped by signals relevant to tracking. Use them to recognize interest and guide what should be reviewed first.
Maintain a catalog of tags that your team can use in leads, Inbox, and follow-up rules.
Visual representation of Tags.
Tags organize contacts based on the context they share.
Interest, situation and origin in the same file.
@lucia.navarro
Tags allow contacts to be grouped by signals relevant to tracking. Use them to recognize interest and guide what should be reviewed first.
A label is not a substitute for history. When the conversation changes, the classification should still represent the contact situation.
Tags help segment and prioritize when the team uses the same catalog. Its intended scope connects Inbox, Contacts, and Rules.
Create manual labels with category, color and icon to represent your team's criteria.
Apply labels to contacts and use them to filter conversations or set conditions.
Archive those that are no longer used, preserving their history. AI Autotags are a future capability, distinct from the manual catalog.
Your business judgment, connected to your team's conversations.