What Tags Are
A tag is a short label you attach to one or more contacts. Tags are free-form, so you can use anything that fits your workflow. Common examples:- Seller
- Buyer
- Hot Lead
- Office
- Industrial
- Follow Up This Week
Add a Tag to a Contact
1
Open the contact record
Click Contacts in the left sidebar, then click the contact’s name.
2
Find the Tags field
Scroll to the Tags field in the contact record.
3
Add your tag
Click inside the Tags field and type a new tag name, or click an existing tag from the dropdown to apply it.
4
Save
Click Save. The tag is now attached to that contact.
Filter Contacts by Tag
1
Go to Contacts
Click Contacts in the left sidebar.
2
Open filters
Click the Filter button next to the search bar.
3
Select a tag
Under the Tags section, click the tag you want to filter by. CRE Fuel immediately shows only contacts with that tag.
4
Combine tags
Click additional tags to narrow the list further. CRE Fuel returns contacts that match all selected tags.
Tags are also how you build the lists a blast goes to. Any tag you create here is available when you filter and save a list on this screen.
