How to Add Tags in Your CRM

Tags help you organize and segment your contacts by adding meaningful labels. Whether for lead tracking, customer segmentation, or campaign targeting, tags make it easier to manage and filter records.

👣 Step-by-Step: Add a New Tag

🔹 Step 1: Access the CRM

Navigate to the top menu and click on “CRM.”

Step 1

🔹 Step 2: Open the Tags Section

In the CRM area, click on the “Tags” button.

Step 2

🔹 Step 3: Launch the Tags Panel

The Tags management area will open, showing your current tags.

Step 3

🔹 Step 4: Add a New Tag

Click on the “+” or the “Create Tag” button located at the top right corner.

Step 4

🔹 Step 5: Enter Tag Details

In the popup dialog box:

  • Type in the name of the new tag
  • Click “Add”
Step 5

✅ Step 6: Tag Created

Your new tag will now be saved and available for use across your CRM.

Step 6

💡 Tip:

Use short, meaningful tag names for easier filtering and campaign targeting.