What is Tag / Label?
Tag or Label is a keyword or category assigned to leads, contacts, or deals in a CRM to organize and filter records. Tags help quickly identify, segment, and manage groups within the database.
Table of Contents
Full Definition
Tags provide flexible, user-friendly classification.
They support filtering, search, and bulk actions.
Effective tagging enhances CRM usability and reporting.
Examples
Facilitates record organization
Enables quick filtering
Supports workflow automation
Benefits
Uncontrolled tagging creates chaos
Duplicate or inconsistent tags reduce value
Requires governance and standards
Common Mistakes
Establish clear tagging conventions.
Regularly audit and clean tags.
Conclusion
Consistent tagging improves data management and operational efficiency.