Contacts & Smart Lists · 1 min read
Organize Tags with Categories and Colors
Tag categories and colors make a long list of tags easier to manage. Categories group related tags, and colors make important ones stand out. Your existing tags keep working.
If you don't see this, turn it on in Settings > Labs.
Existing tags start gray and sit in No category until you move them.
The Tags page
Go to Settings > Tags to see every tag with its description, category, and dates, plus edit and delete options.
Create a category
- On the Tags page, click Create category.
- Enter a clear name, such as Lead Source or Program.
- Add a description if it helps your team.
- Click Create category.
Deleting a category does not delete its tags. They go back to No category.
Create a tag with a category and color
- Click New tag.
- Enter the tag name.
- Choose a category.
- Add a description.
- Pick a preset color or a custom one.
- Save.
Change existing tags
Edit a tag to give it a category or color. You can also select several tags and move them into a category at once.
Tips
Keep categories few and broad. Use strong colors only for tags that need attention, such as VIP or Past Due, so they stand out.