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Organize leads and deals with tags
Tags are workspace-approved labels — admins manage the library, everyone applies them, and they follow leads onto deals.
1
Admin: create the library
Settings → Tags → enter a name, choose a color, create. No free-text tag sprawl — the library is the source of truth.
2
Apply tags
Tag an individual lead, bulk-tag a selection with Manage tags, or use the Tags control in a deal's right sidebar.
3
Filter by tags
In All Leads, include records matching any or all selected tags — and separately exclude tags.
4
Route with confidence
When a tagged lead routes to a board, its tags follow onto the resulting deal. Rename a tag once in Settings and it updates everywhere.
Why It Matters
Tags with stable IDs are the foundation for the upcoming automation builder — a clean library now means powerful rules later.