Tags help you organize and segment your contacts. You can assign a tag to a single lead from their contact card, or tag multiple leads at once from your contact list.
Assign a tag to multiple leads at once
Selecting your leads
Go to Toolbox > Contacts in the left sidebar.
Select the leads you want to tag by clicking the checkbox next to each name.
Adding the tag
Click Tag in the action bar that appears at the top.
Choose an existing tag from the dropdown, or type a new tag name and select Create new.
Confirm your selection.
All selected leads now have the tag assigned.
Assign a tag to a single lead
Go to Toolbox > Contacts in the left sidebar.
Click the lead's name to open their contact card, or click Quickview to preview it.
Find the Tags section on the contact card.
Click to add a tag, then choose an existing tag or create a new one.
The tag is now visible on the lead's contact card.
You're all set — your leads are now tagged and easy to filter, target in newsletters, or use as triggers for automations.
💡 Let Buddy help you manage your contacts: Open Buddy in your AI team and ask something like "Show me all contacts tagged 'webinar'" — Buddy helps you stay on top of your leads without digging through the list manually.