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 used when you build audiences for marketing campaigns. Any tag you create here is available when setting up a bulk email or text blast.
