Tags
Tags are short labels you can attach to leads — independent of their status — to slice your pipeline by source, intent, product line, or whatever else you care about.
A lead can have many tags. A tag can be applied to many leads. Use them liberally.
Common tag patterns
- Source:
web-form,referral,walk-in,cold-list,event-pune-2026 - Intent:
hot,warm,nurture - Product:
plan-pro,plan-starter - Owner / squad:
squad-north,enterprise
Managing tags
Tags can be created two ways:
- Ad-hoc while editing a lead — type a new label in the tags field and it’s saved on first use.
- In Webhook Key settings — the Default Tags field on a webhook key means every lead captured through that webhook is auto-tagged.
There is no dedicated Tags admin page — tags grow organically as your team uses them. If you want a clean tag list, ask an admin to audit and rename in bulk via support.
Filtering by tag
The Leads page has a Tags filter chip. Pick one or many tags to filter. The same filter is on Reports for break-downs by tag.