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Tags are short, reusable labels you create once and then attach to records to group and organize them — for example to flag a referral, a priority lead, or where a project stands. Each tag has a type that decides what it can label: Lead tags go on leads, and Project tags go on projects. You manage the master list of tags from Settings, and your team applies them out in the workspace.
Tags settings live in the admin Settings area, so creating, editing, and deactivating tags is available to admins. Once a tag exists, anyone on your team who works with leads can apply it.

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Open the Tags page

1

Go to Settings

Open Settings from the main navigation.
2

Choose Tags

Select Tags in the settings list. You can also use the settings search and type “tags” (or “labels” or “categories”) to jump straight there.
The page header reads Tags with the subtitle Manage tags for organizing leads and projects. Below it is a searchable, sortable table of every tag in your workspace.

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Read the tags table

Each row in the table shows three things:
  • Tag Name — the label your team sees and selects.
  • Type — what the tag is used for. A tag is either a Lead tag (applied to leads) or a Project tag (applied to projects).
  • Status — an Active or Inactive badge. Active tags can be applied to leads; inactive ones cannot be newly assigned.
Use the Search by name… box at the top of the table to find a tag, and click a column heading to sort. You can also adjust how many tags appear per page.
On a phone, each tag appears as a card instead of a table row, with the same status badge and an actions menu in the corner.

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Create a tag

1

Click Create New

Press the Create New button in the top-right of the Tags page. The Create Tag dialog opens.
2

Enter a name

In the Name field, type the label you want, such as “Referral” or “High Priority”. Keep it short and clear — this is exactly what your team will see when they pick tags.
3

Choose a type

Set the Type. Choose Lead to make the tag available when labeling leads, or Project to make it available when labeling projects. A tag’s type is fixed to one or the other, so pick the records you want this label to organize.
4

Confirm it is active

The Is Active checkbox is on by default, so the new tag is ready to use right away. Leave it on unless you are setting up a tag you do not want available yet.
5

Save

Click Create. You will see a confirmation that the tag was created, and it appears in the table immediately.
Decide on a small, consistent set of tag names before you start creating them. A tidy list — a handful of meaningful labels rather than dozens of near-duplicates — is far easier for your team to use well.

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Edit a tag

1

Open the tag

In the table, click the pencil (edit) icon on the tag’s row. On a phone, open the tag’s actions menu and choose Edit.
2

Update the details

The Edit Tag dialog lets you change the Name, the Type, and the Is Active setting.
3

Save changes

Click Save Changes. The button stays disabled until you actually change something, so an accidental open never alters a tag.
Renaming a tag updates it everywhere it is already applied — every lead that carries the tag will show the new name. Rename thoughtfully so existing labels still make sense.

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Deactivate a tag

When a tag is no longer useful, you deactivate it rather than deleting it. Deactivating keeps your history intact while taking the tag out of circulation for new work.
1

Start the deactivation

Click the trash icon on the tag’s row (or choose Deactivate from the actions menu on a phone). A confirmation dialog titled Deactivate tag? appears.
2

Confirm

Read the note — the tag can no longer be assigned to new items, but existing assignments are preserved — then click Deactivate.
After deactivation the tag’s status shows Inactive, and the trash icon for that row is disabled with the hint This tag is already inactive. The tag stays in the table for the record; if you ever need it again, open it and turn Is Active back on.
There is no permanent delete for tags. Deactivating is the intended way to retire one, which is why leads that were already tagged keep their labels.

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Apply tags to a lead

Creating tags in Settings just builds the menu. Your team applies them while working a lead:
1

Open a lead

Go to a lead’s detail page.
2

Use the Tags selector

Find the Tags field, start typing to search your active tags, and pick the ones that apply. You can attach several at once, and changes save on their own.
Applied tags appear in the Tags column on the leads list, so you can scan and filter your pipeline at a glance. Only Active tags show up in the picker, which is exactly why deactivating a tag removes it from future use without disturbing the leads that already carry it.

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What’s next

Statuses

Set up the statuses that track where each lead stands in your pipeline.

Roles and branches

Control who can reach the admin Settings area and manage tags.