Tags are labels your team creates to organise people and companies, such as "Target account" or "Investor". Everyone on your team sees the same tags, and you can filter by them.
Create and assign tags
In a person's or company's Tags column, open the dropdown and select Create new tag. Enter a name, pick a colour and save. The tag is added to that record.
To add an existing tag, pick it from the same dropdown. You can also add tags from a profile or company page.
To tag many records at once, select them and use Bulk Actions. See Bulk actions.
Filter by tag
On People or Companies, select Add Filter and choose the tag filter.
Edit or delete tags
Go to Settings → Tags.
Hover over a tag and select the pencil icon to edit it, or the trash icon to delete it.
Changes apply to every record with that tag. Deleting a tag removes it from all records.
Who can use tags
Owners and Admins: create, assign, edit and delete any tag.
Contributors: create and assign tags, and edit or delete the tags they created.
Guests: can't create, assign or remove tags.