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Tags give your team a shared way to classify leads without changing an Agent stage or collected variable. Tags do not have a permanent sidebar item. Press Command + K or Control + K and search for Tags, or open Tags directly.

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Manage the tag list

The Tags page lets you:
  • search by tag name;
  • create a tag inline;
  • edit its name or description inline;
  • select its color;
  • see its usage count, last-applied time, and creation time; and
  • delete it from the row menu.
Names should describe a reusable fact, such as VIP, Needs documents, or Renewal 2026. Use the description to tell teammates when to apply the tag.

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Apply tags to a lead

Open a lead and use the Tags section in its details. You can select an existing tag or create one without leaving the lead. To find tagged leads later, open Leads → Filters → Tags and select the tag. Tags are workspace labels, so the same tag can be used across several Agents.
A tag complements the pipeline. Use a stage for the lead’s current process state and a tag for an additional category that can remain useful across stages.

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Change a tag

Editing a tag’s name, description, or color updates the shared tag. Leads that already use it keep the tag under the updated definition.

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Delete a tag

Deleting a tag removes it from every lead that currently uses it. The action cannot be undone.
Before deleting a widely used tag, filter the Leads list by that tag and confirm that your team no longer needs the grouping. Deleting the tag does not delete the leads.

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Use the API

List tags

Read the current workspace tag catalog.

Create a tag

Add a reusable tag from an external integration.
Last modified on September 8, 2026