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 Contacts in the sidebar navigation.
Select the leads you want to tag by clicking the checkbox next to each name.
Adding the tag
Click Add tags in the action bar at the top. A panel called Manage N leads opens.
Type in the Search for tag to assign field to filter your tags. Click a tag to pick it, or use the arrow keys and press Enter. Press Esc to clear the search.
If the tag doesn't exist yet, type its name and select Create new: [name]. The tag is created and picked.
Click Assign to N leads. Until you pick a tag, the button says Select tag to assign. The panel closes and a "Tag assigned" message appears.
💡 Tip: You assign one tag at a time. To add another tag to the same leads, click Add tags again.
All selected leads now have the tag assigned.
Remove a tag from multiple leads
Go to Contacts and select the leads by clicking the checkbox next to each name.
Click Remove tag in the action bar at the top. A panel called Remove tag from N leads opens.
Type in the Search for tag to remove field to find the tag. Click it to pick it, or use the arrow keys and press Enter.
Click Remove from N leads. Until you pick a tag, the button says Select tag to remove. The panel closes and a "Tag removed" message appears.
💡 Note: You remove one tag at a time.
The tag is now removed from all selected leads.
Assign a tag to a single lead
Go to Contacts in the sidebar navigation.
Click the lead's name to open their contact card, or click Quickview to preview it.
Find the Tags section on the contact card and click Manage tags. A tag search field appears.
Type to find a tag and click it, or use the arrow keys and press Enter. The tag is added right away. To create a tag, type its name and select Create new: [name].
Pick more tags the same way if you need to. To remove a tag, click the × on it.
Click Done when you're finished.
The tags are now visible on the lead's contact card, each with a colour dot.
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.