Use tags to label your companies, people, and deals so you can group and filter them however your business works — by industry, conference attended, region, or anything else you track.
Before you start:
- Admins can create, rename, and delete tags.
- Any user can apply an existing tag to a record.
- There's no limit to how many tags you can add to a single record.
Create, Edit, or Delete Tags
- Click Settings (the gear icon in the lower-left corner).
- Go to the Other tab and select Tags.
- Choose the record type you're working with: Person, Company, or Deal.
- Click \+ New tag to create a tag.
- Click the pencil icon to rename an existing tag, or the trash icon to delete it.
Each record type keeps its own tag list. A tag you create for people won't show up on companies or deals — create it separately for each record type you need it on.
Apply Tags from a List View
- Go to your Companies, People, or Deals list view.
- Click the Tags cell for the record you want to tag.
- Start typing to search for an existing tag, or create a new one (admins only).
- Select the tag to apply it.
Tag Several Records at Once
- Select the records you want to tag in the list view.
- Click \+ Add Tags.
- Select the tag to apply it to every record you selected.
Apply Tags from a Profile Page
- Open the company, person, or deal profile.
- Find the Tags section.
- Add or remove tags as needed.
Apply Tags from an Add/Edit Form
If your admin has added the Tags field to your forms, you can tag a record while you create or edit it. Admins control this in Settings > Data Entry > **Add/Edit Forms**.
What You Can Do with Tags
- Filter any list view down to records that share a tag.
- Save that filtered view so the group is one click away.
- Send a targeted bulk email or campaign to everyone in a tagged list.
Need help? Contact support at customercare@pipelinecrm.com.