Organize contacts with tags

What are tags?

Tags are short labels you attach to contacts—like vip, dec-promo, follow-up-week-3, or lost-lead. They're how you group contacts for broadcasts, quickly filter the contact list, or track where someone is in your workflow.

A contact can have as many tags as you want, and tags are shared across your team—so if your receptionist tags someone needs-callback, everyone sees it.

Add a tag to one contact

Go to Contacts and click a contact to open their details.
In the Tags area near the top, click the tag field.
Pick from the list of tags you've used before, or type a new one and press Enter.

The tag appears as a chip on the contact. Click the × on a chip to remove it.

Contact detail panel with the tag picker open

Add a tag to many contacts at once

On the Contacts page, click the Select button in the page header (the one with the checkbox icon). The page switches into selection mode and checkboxes appear on every contact card.
Check the boxes next to the contacts you want to tag.
A floating bar appears at the bottom with the text "N selected," an Add Tag button, and a Clear button.
Click Add Tag and pick or create one. It applies to every selected contact at once.

To leave selection mode without tagging, click Clear in the floating bar or click the Select button in the page header again.

Contacts page in selection mode with three rows checked and the floating action bar

Filter the contacts list by tag

On the Contacts page, open the Tag dropdown in the filter bar.
Pick a tag. The list narrows to just contacts carrying it.
A banner at the top of the filtered list tells you how many contacts match—and gives you a Send Broadcast button if you want to message all of them.

To clear the filter, click the × on the filter chip or pick All contacts from the dropdown.

Remove a tag from a contact

Open the contact's detail panel and click the × on the tag chip you want removed. The tag stays in your tag list for other contacts—you just take it off this one.

Naming tips

Keep them short and consistent. vip beats Very Important Person!!.
Use hyphens or underscores for multi-word tags (new-lead, price_shopper). Spaces are allowed but less friendly.
Date-based tags (jan-promo, 2026-spring) are useful for time-bound campaigns.
Pipeline-stage tags (discovery, quoted, won, lost) work well alongside your CRM stages.

Things to avoid

Don't put sensitive information in tag names. Tags are organizational labels, not a place to store medical notes, financial details, or anything you wouldn't want visible in a contact list view. Use contact notes or the proper fields for that.
Avoid near-duplicates like follow-up and followup and follow_up. They'll all show up separately in the filter dropdown and fragment your audience. Pick one convention and stick to it.

Retire a tag

If your tag list becomes cluttered over time—old campaigns, typos, one-off experiments—you can retire a tag and have it cascade-removed from every contact that carries it.

Open the Contacts page.
Click Manage Tags in the header.
Find the tag to retire—each row shows the tag name and the number of contacts using it, sorted by count (most used first).

Click Retire on the row. The row switches to a confirmation showing the affected count.

Click Retire again to cascade-remove.

Retired tags disappear from the filter dropdown, the tag picker autocomplete, and every contact's chip list. The operation is audit-logged for HIPAA compliance, but cannot be undone—if you need the tag back, re-tag the affected contacts.

Retire is capped at 1,000 affected contacts per operation. If you need to retire a tag on a larger set, contact support.

Admin-only: retiring a tag requires admin or superuser role.