Skip to main content
Tags let you group contacts any way that makes sense for your business. You create the labels, you apply them, and you can filter or message by them instantly. A well-tagged list saves hours of manual sorting every week.

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
One contact can have as many tags as you need.

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.