What tags are good for
Tags are free-form labels you attach to prospects. They cut across campaigns and ownership, which makes them ideal for:
- Marking prospect sources (e.g. webinar-march, inbound-2026).
- Flagging account state (existing-customer, competitor-user).
- Coordinating team handoffs (waiting-on-legal).
Adding tags
Tags can be applied on the prospect detail page or in bulk by selecting multiple prospects. Once applied, the Tag filter in the ENGAGEMENT group filters by them.
Tags vs custom fields
- Tags — many per prospect, informal, great for workflow flags.
- Custom fields — structured, single-value, best when you need consistent data or template variables.
Keep the taxonomy tidy
Agree as a team on tag naming (lowercase, hyphenated) before you start. Ten consistent tags beat fifty chaotic ones.