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Lead Tags

What are Lead Tags?​

Lead Tags are labels you can attach to leads to categorize and organize them beyond the standard status pipeline. Tags are flexible — you can create any tags that make sense for your business and assign multiple tags to a single lead.

Why use Lead Tags?​

Use caseExample
Categorize leadsTag leads as "Hot", "Warm", or "Cold" based on interest level
Track sourceTag leads by where they came from — "Facebook Ad", "Website", "Referral"
Segment for campaignsUse tags to create targeted groups for drip campaigns
Flag for follow-upTag leads as "Urgent" or "VIP" for priority handling

Creating Tags​

  1. Go to the Leads page
  2. Open a lead's detail view
  3. In the Tags section, type a new tag name
  4. Press Enter or click Add to create and assign the tag

Tags are created on-the-fly — just type a name and it becomes available for all leads.

Assigning Tags to Leads​

  1. Open a lead's detail view
  2. In the Tags section, click Add Tag
  3. Select from existing tags or type a new one
  4. The tag is instantly assigned to the lead

You can assign multiple tags to a single lead.

Removing Tags from Leads​

  1. Open a lead's detail view
  2. In the Tags section, find the tag you want to remove
  3. Click the X button on the tag
  4. The tag is removed from this lead (but remains available for other leads)

Using Tags for Filtering​

Tags can be used to filter leads on the Leads page:

  1. Go to Leads
  2. Use the Tag filter to select one or more tags
  3. The list shows only leads with the selected tags

Using Tags with Drip Campaigns​

Tags can trigger drip campaigns:

  • When creating a campaign, select On Tag as the trigger
  • Choose the tag that should start the campaign
  • Whenever that tag is added to a lead, the campaign starts automatically
tip

Combine tags with drip campaigns for powerful automation. For example, tag a lead as "Interested in Product X" and automatically start a nurturing sequence about that product.

Tips​

  • Keep tags consistent — Use a naming convention so your team uses the same tags
  • Don't over-tag — Too many tags become hard to manage. Stick to categories that add real value
  • Review tags periodically — Remove tags that are no longer used to keep the list clean