Mastering the Tag System

Tags are labels you attach to leads for organization and filtering. Unlike pipeline stages which show where a lead is in your process, tags add additional context like source, interest, or status.

Create consistent tag categories: Source tags (Facebook Group, DM, Profile), Interest tags (Coaching, Course, Service), Status tags (Hot, Warm, Cold), and any other relevant groupings for your business.

Use as many as needed to accurately categorize the lead, but avoid tag bloat. Typically 2-5 tags per lead works well. Too many tags become noise; too few lose valuable information.

Yes. In the dashboard, filter by any tag to see only matching leads. Combine filters with pipeline stages for precise segments like all Hot leads in the Proposal Sent stage.

Automation rules can trigger when tags are added or removed. For example: when Hot tag is added, send a notification. Tags can also be actions in automations: when stage changes, add a tag.

Yes. Each tag can have a custom color and emoji icon for visual distinction. Use colors to group related tags or highlight important categories at a glance.

Create source tags for each way leads find you: FB Group Name, DM Outreach, Comment Engagement, Profile Visit. Apply consistently when capturing leads. Filter by source to see which channels perform best.