Tag Management
Tags are free-form labels you can attach to accounts for filtering and segmentation. The Tag Management page helps you keep your tags clean and consistent.
How tags work
Any account can have multiple tags — for example, “key-account”, “healthcare”, “at-risk”. Tags are used for:
- Filtering accounts in the list view (via the Advanced Filter Builder)
- Segmenting accounts in reports and dashboards
- Triggering workflows based on tag changes
- Quick visual categorization in account lists
Adding tags to accounts
Open any account and edit it — the Tags field accepts free-text entries. As you type, existing tags from your organization are suggested to prevent duplicates and typos.
You can also add or remove tags in bulk from the accounts list page. Select multiple accounts using the checkboxes, then use the Add tag or Remove tag options in the bulk action bar.
Managing tags
Go to Settings → Tag Management to see all tags in use across your organization. For each tag, you can see how many accounts use it. From here you can:
| Action | What it does |
|---|---|
| Rename | Changes the tag name across all accounts that use it. If the new name already exists on some accounts, duplicates are automatically removed. |
| Merge | Combines two tags into one. The source tag is replaced with the target tag on all accounts. Useful when you have near-duplicates like "healthcare" and "Health Care". |
| Delete | Removes the tag from all accounts. The accounts themselves are not affected — only the tag is removed. |