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CRM Tags

Tags

Create color-coded tags for categorizing and filtering leads, opportunities, and other CRM entities.

Fields

  • Tag Name (required) — Short, descriptive label
  • Color — Select a color using the color picker (defaults to blue #2196F3)

Tag List

Columns:

  • ID — Tag identifier
  • Name — Tag name
  • Color — Hex color code
  • Preview — Visual preview showing the colored tag badge

Usage

Tags are applied to leads when creating or editing them in Lead Entry. Tags can also be applied in bulk via Bulk Operations.

Tags use the shared tagging system (type=3 for CRM) with the 0_tag_associations table.

Validation

  • Tag name is required
  • Cannot delete a tag that is associated with existing records

See Also