How to use tags for prospects

Tags are a simple way to filter your prospects and create the most relevant emails for them. Every prospect in your account can be tagged with one or multiple keywords. Here’s how you can use tagging to manage your contacts more effectively.


  1. How to add tags
  2. How to filter prospects by tags
  3. How to remove tags

How to add tags

Step 1. To add tags, go to your prospects list and navigate to the Add icon in the Tags column.

 Or, you can add tags right from the prospect’s timeline by clicking the Add button.

If you’d like to add tags to multiple prospects at once, select the needed contacts from your prospects list, click the Tag icon, and select the Add tags option.

Step 2. In the pop-up window, choose from the previously added tags from the dropdown menu or create a new one.

You can choose the color of the tag by hovering the mouse over it. 

You can add as many tags as you want. Then click the Add button. 

The tags will appear in the Tags column.

How to filter prospects by tags

You can filter your prospects using tags. To do it, click the Tags column, choose to combine tags using And or Or options in the pop-up window, and select the needed tags. The changes will be applied immediately. 

How to remove tags

To remove the tag from a prospect, simply click on the cross sign next to it.

If you’d like to remove tags from multiple prospects at once, select the prospects from your list, click the Tags icon, and click the Remove tags option. 

Choose the tags you want to delete and click the Remove button.

The tags will be deleted from selected prospects.

If you have any questions, please contact our Customer Care team. We’re happy to help!

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