Tags

1. 1Go to Settings and, under Tags & Categories, open Contact Tags, Company Tags, Deal Tags, Task Tags, Note Tags or Calendar Tags.
2. 2Click Create New Tag, enter a Tag Name, pick a Color and click Create Tag.

Apply tags

• Contacts and companies: Edit tags on the profile, or select rows and use Tag to Add or Remove tags in bulk.
• Deals and tasks: the Tags field on the form.
• Notes: the Tag field.

Tags put people into calling lists, too: a smart list can call Contacts with a tag, and an import can add Default tags when blank.