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Adding and managing tags is simple and can be done at any time:
- Navigate to Contacts → Options → Manage Tags.
- Create new tags to label contacts by source, interest, stage, or any other criteria you need.
- Edit or delete existing tags to keep your tag library clean and up-to-date.
- When you create or edit a contact, simply tick the tags you want from your existing list or create a new tag on the spot without leaving the screen. Learn more on our page about adding contacts.
This flexibility means you don’t have to decide all your tags up front — you can evolve them as your campaigns and data strategy evolve.
Tags function differently from custom fields. Instead of storing a single value per contact, they’re designed to be multiple, stackable labels:
- A contact can have one, two, or dozens of tags — there’s no limit.
- Tags don’t hold unique values or numbers; they’re simply descriptors (e.g. “Facebook Lead,” “Referral,” “Downloaded Whitepaper,” “VIP Customer”).
- You can quickly see all tags attached to a contact in their profile or on the contacts list, and you can filter your list to show only contacts with one or more specific tags.
