How to Create a Tag

Create a New Tag

• In the left-side panel, click Settings

• Scroll down and select Tags

Click New Tag in the top-right corner

• Enter a tag name

• Choose a color for easy visual identification

• Select the object(s) you want the tag tied to, such as:

  • Contacts

  • Emails

  • Forms

  • Listings

  • Sources

• Click Save

Confirm the Tag

• The new tag will appear in the All Tags list

• It’s now available for filtering, workflows, and organization across the CRM