Tags and custom fields

Use tags and custom fields to organize leads beyond the defaults.

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Tags

1. Go to Settings → Tags.
2. Create, edit, or delete tags.
3. Assign colors if you want quick visual cues.

Common uses: source, priority, interest, client, or campaign cohort. You can apply tags to prospects and conversations.

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Custom fields

1. Go to Settings (custom fields section for your workspace).
2. Add fields you need — for example Lead Source or Interest Level.
3. Fill those fields on leads as you work.

Pipeline statuses are configured under Settings → Statuses — Add statuses to the pipeline.

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Filtering and segmentation

With tags and fields in place you can:

• Segment lists by interest, engagement, role, or industry
• Filter exports by date, status, tag, source, or custom field — Export leads
• Search the prospecting database with filters such as Bio → Contains (database profiles only)

More detail: Filtering and segmenting leads.

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Related

• Filtering and segmenting leads
• Create your first lead list
• Add statuses to the pipeline

Still stuck? Contact support from the app.