Tags
Tags help you categorise and segment customers and deals. 18.1 Managing Tags Go to Sidebar > Settings > Tags View, create, edit, or delete tags 18.2 Assigning Tags Go to a customer...
Sales and customer teams
Updated September 1, 2026
Tags help you categorise and segment customers and deals.
18.1 Managing Tags
- Go to Sidebar > Settings > Tags
- View, create, edit, or delete tags
18.2 Assigning Tags
- Go to a customer or deal profile
- Click Add Tag
- Select existing tags or create new ones
- Tags appear as badges on the record
18.3 Filtering by Tags
Use tags as filters on the customer and deal list pages to segment your data.