[{"data":1,"prerenderedAt":674},["ShallowReactive",2],{"guides-navigation":3,"\u002Fguides\u002Ftags":59,"\u002Fguides\u002Ftags-surround":669},[4,9,14,19,24,29,34,39,44,49,54],{"title":5,"path":6,"stem":7,"icon":8},"Customer Segmentation","\u002Fguides\u002Fcustomer-segmentation","guides\u002F10.customer-segmentation","ph:funnel",{"title":10,"path":11,"stem":12,"icon":13},"Sales Forecasting","\u002Fguides\u002Fsales-forecasting","guides\u002F11.sales-forecasting","ph:chart-line-up",{"title":15,"path":16,"stem":17,"icon":18},"CRM Implementation Checklist","\u002Fguides\u002Fcrm-implementation-checklist","guides\u002F12.crm-implementation-checklist","ph:list-checks",{"title":20,"path":21,"stem":22,"icon":23},"CRM Tags","\u002Fguides\u002Ftags","guides\u002F2.tags","ph:tag",{"title":25,"path":26,"stem":27,"icon":28},"Smart Lists","\u002Fguides\u002Fsmart-lists","guides\u002F3.smart-lists","ph:list-magnifying-glass",{"title":30,"path":31,"stem":32,"icon":33},"Automations","\u002Fguides\u002Fautomations","guides\u002F4.automations","ph:lightning",{"title":35,"path":36,"stem":37,"icon":38},"CRM for Marketing Agencies","\u002Fguides\u002Fcrm-for-marketing-agencies","guides\u002F5.crm-for-marketing-agencies","ph:buildings",{"title":40,"path":41,"stem":42,"icon":43},"Lead Management Process","\u002Fguides\u002Flead-management-process","guides\u002F6.lead-management-process","ph:user-focus",{"title":45,"path":46,"stem":47,"icon":48},"Sales Pipeline Stages","\u002Fguides\u002Fsales-pipeline-stages","guides\u002F7.sales-pipeline-stages","ph:kanban",{"title":50,"path":51,"stem":52,"icon":53},"Client Onboarding Checklist","\u002Fguides\u002Fclient-onboarding-checklist","guides\u002F8.client-onboarding-checklist","ph:check-square",{"title":55,"path":56,"stem":57,"icon":58},"CRM Data Cleanup","\u002Fguides\u002Fcrm-data-cleanup","guides\u002F9.crm-data-cleanup","ph:broom",{"id":60,"title":20,"body":61,"dateModified":660,"datePublished":660,"description":661,"extension":662,"links":660,"meta":663,"navigation":664,"path":21,"seo":665,"stem":22,"__hash__":668},"guides_en\u002Fguides\u002F2.tags.md",{"type":62,"value":63,"toc":643},"minimark",[64,68,71,74,79,132,135,138,162,176,179,182,185,188,222,231,234,237,240,256,262,314,321,324,327,354,366,373,376,379,382,443,449,452,455,460,470,474,484,498,513,516,519,522,541,554,570,584,587,590,604,610,616,622,631],[65,66,67],"p",{},"CRM tags are simple labels you can add to contacts to make important information visible and actionable.",[65,69,70],{},"An agency might use tags to identify VIP clients, flag overdue accounts, mark contacts who need onboarding, or separate people who should receive a particular campaign. Because a contact can have multiple tags, you can use them to describe different aspects of a relationship without changing the underlying contact data.",[65,72,73],{},"In Cleo, tags also go beyond organization. You can filter contacts by tag, build smart lists, and use tags as conditions for automations.",[75,76,78],"h2",{"id":77},"on-this-page","On this page",[80,81,82,90,96,102,108,114,120,126],"ul",{},[83,84,85],"li",{},[86,87,89],"a",{"href":88},"#what-are-crm-tags","What are CRM tags?",[83,91,92],{},[86,93,95],{"href":94},"#how-agencies-use-tags","How agencies use tags",[83,97,98],{},[86,99,101],{"href":100},"#tags-vs-custom-fields","Tags vs. custom fields",[83,103,104],{},[86,105,107],{"href":106},"#how-to-add-a-tag-to-a-contact","How to add a tag to a contact",[83,109,110],{},[86,111,113],{"href":112},"#using-tags-as-warnings-and-reminders","Using tags as warnings and reminders",[83,115,116],{},[86,117,119],{"href":118},"#using-tags-with-smart-lists-and-automations","Using tags with smart lists and automations",[83,121,122],{},[86,123,125],{"href":124},"#crm-tag-examples-for-agencies","CRM tag examples for agencies",[83,127,128],{},[86,129,131],{"href":130},"#common-questions-about-crm-tags","Common questions about CRM tags",[75,133,89],{"id":134},"what-are-crm-tags",[65,136,137],{},"A CRM tag is a label attached to a contact. Unlike a custom field, a tag has no predefined value or data type. You create a tag when you need a simple marker that tells your team something about a contact.",[65,139,140,141,145,146,145,149,145,152,145,155,145,158,161],{},"For example: ",[142,143,144],"code",{},"vip",", ",[142,147,148],{},"onboarding",[142,150,151],{},"at-risk",[142,153,154],{},"decision-maker",[142,156,157],{},"monthly-report",[142,159,160],{},"do-not-contact",".",[65,163,164,165,167,168,170,171,167,173,175],{},"A contact can hold several tags at once. One contact might be both ",[142,166,144],{}," and ",[142,169,154],{},"; another might be ",[142,172,148],{},[142,174,157],{},". That is the strength of tags. They mark information that crosses different parts of your CRM. A contact can belong to an enterprise client, be the main decision-maker, and require a quarterly review, and those are three independent tags.",[65,177,178],{},"Tags are also visible on the contact record itself. Anyone opening the contact reads the important context without running a report or digging through notes.",[75,180,95],{"id":181},"how-agencies-use-tags",[65,183,184],{},"Agencies work with many clients, contacts, and recurring processes at the same time. Tags are a lightweight way to mark contacts that need similar treatment.",[65,186,187],{},"Consider a digital marketing agency managing twelve client accounts. It might use:",[80,189,190,195,200,206,211,216],{},[83,191,192,194],{},[142,193,148],{}," for contacts currently going through onboarding",[83,196,197,199],{},[142,198,157],{}," for contacts who receive monthly performance reports",[83,201,202,205],{},[142,203,204],{},"qbr"," for stakeholders who join quarterly business reviews",[83,207,208,210],{},[142,209,154],{}," for people who approve proposals",[83,212,213,215],{},[142,214,151],{}," for contacts on accounts showing signs of churn",[83,217,218,221],{},[142,219,220],{},"paused"," for clients who temporarily stopped their campaigns",[65,223,224,225,227,228,230],{},"Now the agency filters on those tags instead of maintaining separate spreadsheets or searching account by account. When a new stakeholder joins a client, adding ",[142,226,204],{}," puts that person into the next quarterly review. When a client pauses ad spend, adding ",[142,229,220],{}," makes that status visible to the whole team.",[65,232,233],{},"A tag does not need to describe the whole contact. It only needs to mark something useful to know or act on.",[75,235,101],{"id":236},"tags-vs-custom-fields",[65,238,239],{},"Tags and custom fields both store information about a contact, but they suit different kinds of information.",[65,241,242,243,247,248,145,250,145,252,145,254,161],{},"Use a ",[244,245,246],"strong",{},"tag"," when you need a flexible label: ",[142,249,144],{},[142,251,151],{},[142,253,148],{},[142,255,154],{},[65,257,242,258,261],{},[244,259,260],{},"custom field"," when the information has a defined structure or value:",[263,264,265,278],"table",{},[266,267,268],"thead",{},[269,270,271,275],"tr",{},[272,273,274],"th",{},"Custom field",[272,276,277],{},"Value",[279,280,281,290,298,306],"tbody",{},[269,282,283,287],{},[284,285,286],"td",{},"Company size",[284,288,289],{},"250 employees",[269,291,292,295],{},[284,293,294],{},"Contract value",[284,296,297],{},"€25,000",[269,299,300,303],{},[284,301,302],{},"Renewal date",[284,304,305],{},"March 15",[269,307,308,311],{},[284,309,310],{},"Lead source",[284,312,313],{},"Google Ads",[65,315,316,317,320],{},"The rule of thumb: if you want to mark or classify a contact, use a tag. If you need to store a specific piece of data, use a custom field. ",[142,318,319],{},"enterprise"," works well as a tag when you just want to identify enterprise contacts. If you need the exact employee count, use a custom field. Picking the right one keeps your CRM easier to filter, automate, and maintain.",[75,322,107],{"id":323},"how-to-add-a-tag-to-a-contact",[65,325,326],{},"Adding a tag takes a few seconds.",[328,329,330,337,344,347],"ol",{},[83,331,332,333,336],{},"Open ",[244,334,335],{},"Contacts"," and select a contact.",[83,338,339,340,343],{},"Click ",[244,341,342],{},"Add tag"," on the contact record.",[83,345,346],{},"Enter the tag name.",[83,348,349,350,353],{},"Press ",[244,351,352],{},"Enter",", or select an existing tag from the suggestions.",[355,356,357],"tip",{},[65,358,359,360,167,363,365],{},"Cleo treats tag names as case-insensitive, so ",[142,361,362],{},"VIP",[142,364,144],{}," refer to the same tag. Still, agree on a naming convention with your team. Consistent names make filters, smart lists, and automations easier to read.",[65,367,368,369,372],{},"To remove a tag, click the ",[244,370,371],{},"×"," on its chip. Removing the tag means anything depending on it, a smart list or an automation, stops matching that contact. Check before you remove a tag an automation relies on.",[75,374,113],{"id":375},"using-tags-as-warnings-and-reminders",[65,377,378],{},"Tags do not have to be a marketing segment. They can act as visible warnings.",[65,380,381],{},"Because tags sit directly on the contact record, they work for information a team member should notice before acting.",[263,383,384,394],{},[266,385,386],{},[269,387,388,391],{},[272,389,390],{},"Tag",[272,392,393],{},"Purpose",[279,395,396,406,415,424,433],{},[269,397,398,403],{},[284,399,400],{},[142,401,402],{},"invoice-overdue",[284,404,405],{},"The account has an outstanding overdue invoice.",[269,407,408,412],{},[284,409,410],{},[142,411,160],{},[284,413,414],{},"The contact should not be contacted.",[269,416,417,421],{},[284,418,419],{},[142,420,154],{},[284,422,423],{},"This person approves important decisions.",[269,425,426,430],{},[284,427,428],{},[142,429,151],{},[284,431,432],{},"The account needs attention.",[269,434,435,440],{},[284,436,437],{},[142,438,439],{},"renewal-soon",[284,441,442],{},"The contact has an upcoming renewal.",[65,444,445,446,448],{},"Picture a junior account manager opening a contact to propose an extra service. The contact has an ",[142,447,402],{}," tag. That one detail changes what happens next. Instead of sending the upsell email, the account manager resolves the outstanding invoice first. The tag produced no report and needed no dashboard. It put the context where the work was happening.",[75,450,119],{"id":451},"using-tags-with-smart-lists-and-automations",[65,453,454],{},"This is where CRM tags become more than labels.",[456,457,459],"h3",{"id":458},"build-dynamic-contact-lists","Build dynamic contact lists",[65,461,462,463,466,467,469],{},"A ",[86,464,465],{"href":26},"smart list"," can filter contacts by their tags. A smart list on ",[142,468,157],{}," shows every contact who should receive the monthly performance report. When a contact gets the tag, they appear in the list. When the tag is removed, they drop out. The list stays connected to the contact data instead of becoming another spreadsheet to maintain.",[456,471,473],{"id":472},"trigger-automated-work","Trigger automated work",[65,475,476,477,480,481,483],{},"Tags can also feed ",[86,478,479],{"href":31},"automations",". Add the ",[142,482,148],{}," tag and an automation can:",[328,485,486,489,492,495],{},[83,487,488],{},"Assign the onboarding workflow to the account owner.",[83,490,491],{},"Create the required setup tasks.",[83,493,494],{},"Schedule the kickoff process.",[83,496,497],{},"Send the internal notification.",[65,499,500,501,503,504,506,507,509,510,512],{},"Instead of relying on an account manager to remember every step, the tag becomes the signal that starts the process. The same pattern works for other agency work: ",[142,502,439],{}," creates a renewal task, ",[142,505,151],{}," notifies the account owner, ",[142,508,157],{}," adds the contact to the reporting workflow, ",[142,511,144],{}," routes the request to the right team.",[65,514,515],{},"The tag stays simple. The automation decides what happens when that tag is present.",[75,517,125],{"id":518},"crm-tag-examples-for-agencies",[65,520,521],{},"There is no single correct tagging system. The useful tags are the ones your team actually uses.",[65,523,524,527,528,145,531,145,533,145,536,145,538],{},[244,525,526],{},"Client lifecycle:"," ",[142,529,530],{},"lead",[142,532,148],{},[142,534,535],{},"active",[142,537,220],{},[142,539,540],{},"churned",[65,542,543,527,546,145,548,145,550,145,552],{},[244,544,545],{},"Account management:",[142,547,144],{},[142,549,151],{},[142,551,439],{},[142,553,402],{},[65,555,556,527,559,145,561,145,564,145,567],{},[244,557,558],{},"Contact roles:",[142,560,154],{},[142,562,563],{},"champion",[142,565,566],{},"billing-contact",[142,568,569],{},"technical-contact",[65,571,572,527,575,145,577,145,579,145,582],{},[244,573,574],{},"Communication:",[142,576,157],{},[142,578,204],{},[142,580,581],{},"newsletter",[142,583,160],{},[65,585,586],{},"Avoid creating a tag for every piece of information in your CRM. If a tag is never used for filtering, visibility, or automation, it probably does not need to exist. A small, consistent set is easier to maintain than dozens of overlapping labels.",[75,588,131],{"id":589},"common-questions-about-crm-tags",[65,591,592,595,596,145,598,600,601,603],{},[244,593,594],{},"Can a contact have multiple tags?","\nYes. Tags are independent, so a contact can hold as many as your workflow needs. One contact could be ",[142,597,144],{},[142,599,154],{},", and ",[142,602,204],{}," at the same time.",[65,605,606,609],{},[244,607,608],{},"What happens when I remove a tag?","\nThe tag comes off the contact, so the contact no longer matches filters, smart lists, or automation conditions that depend on it. Check whether an automation uses the tag before removing it.",[65,611,612,615],{},[244,613,614],{},"Are tags the same as custom fields?","\nNo. Tags are flexible labels for classifying or flagging contacts. Custom fields are better for structured information such as dates, numbers, IDs, or predefined values.",[65,617,618,621],{},[244,619,620],{},"How many tags should an agency have?","\nThere is no fixed number. Consistency matters more than count. A small set of well-defined tags is easier to work with than dozens of overlapping ones. Define what each important tag means and use the same naming across the team.",[65,623,624,627,628,630],{},[244,625,626],{},"Can tags trigger automations?","\nYes. Tags can be conditions in an automation, so adding ",[142,629,148],{}," can start a larger process.",[65,632,633,636,637,639,640,642],{},[244,634,635],{},"Can I filter contacts by tag?","\nYes. Tags can filter contacts and build targeted lists, so a label like ",[142,638,151],{}," or ",[142,641,157],{}," becomes a working segment your team uses every day.",{"title":644,"searchDepth":645,"depth":645,"links":646},"",2,[647,648,649,650,651,652,653,658,659],{"id":77,"depth":645,"text":78},{"id":134,"depth":645,"text":89},{"id":181,"depth":645,"text":95},{"id":236,"depth":645,"text":101},{"id":323,"depth":645,"text":107},{"id":375,"depth":645,"text":113},{"id":451,"depth":645,"text":119,"children":654},[655,657],{"id":458,"depth":656,"text":459},3,{"id":472,"depth":656,"text":473},{"id":518,"depth":645,"text":125},{"id":589,"depth":645,"text":131},null,"How agencies use tags to organize contacts, flag what matters, and automate work.","md",{},{"icon":23},{"title":666,"description":661},{"CRM Tags":667},"How Agencies Use Tags to Organize Contacts and Automate Work","brBvfHx2gd990nzFFX-w8Zt25Rq8hCVKghe-LU5e0xc",[670,672],{"title":15,"path":16,"stem":17,"description":671,"icon":18},"Plan and launch a CRM with clear ownership, clean data, usable fields, and measurable adoption.",{"title":25,"path":26,"stem":27,"description":673,"icon":28},"How agencies build live contact segments that stay up to date on their own.",1793830132620]