Use tags to organize accounts, contacts & leads

Tags are a way to organize your data in ways that are more customized to your company. You can generate lists of contacts, accounts, and leads based on their tags.

Creating tags

To get started with tagging, you'll first need to create the tags that you use to organize your data. Note that you will use different collections of tags when you're tagging different kinds of items (e.g. contacts vs. accounts). You'll find this page under Setup > Lists > Tags.

Add tags to accounts, contacts and leads

When you're viewing an item, there will always be a tag bar at the top. Simply click inside of the bar and start typing a tag name. You'll see all available tags, along with a number representing the number of other items with that tag. Once you press enter, the tag will be added, and blink green.

Using tags to organize your data

When viewing the leads, accounts, or contacts tab, with a list of items, you can use tags to filter down to items with that tag. If you're searching on more than one tag, you can choose between items that have any or all of the filtered tags.

You may also use tags as a filter in custom reports — for example, to see all leads from a specific campaign and the 'Stale lead' tag.

Bulk adding & removing tags

You can use the bulk edit tool (from a custom report or the leads tab) to add or remove tags from a large number of leads. This mass editing functionality is currently unavailable for contacts and accounts, but will be built in the future.

If you have any additional questions for Nutshell please contact us and we'll be in touch!