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Labels and tags help you categorize and filter records. Labels are color-coded and apply to tasks, notes, and opportunities. Tags apply to households and businesses.
Only admins can create, edit, or delete labels and tags.

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Labels vs tags

LabelsTags
Record typesTasks, notes, opportunitiesHouseholds, businesses
ColorYes — each label has a colorNo
PurposeCategorize individual activitiesGroup records for filtering and reporting

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Access tag and label settings

Go to Settings → Tags & labels, then select the tab you want to manage:
  • Households
  • Businesses
  • Tasks
  • Notes
  • Opportunities

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Create a label or tag

1

Click Add label or Add tag

If the list already has items, click the Add new label or Add new tag row at the top of the table.
2

Enter a name

Type the label or tag name.
3

Choose a color (labels only)

Click the color circle to open the color picker and select a color.
4

Save the row

Press Enter or click the checkmark.

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Edit a label or tag

Click the icon on a row to edit the name inline. For labels, click the color circle to change the color. Each table includes a # column that shows how many records use each label or tag.

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Delete a label or tag

Click the icon on the row and confirm in the dialog. Deleting a label or tag removes it from all records it was applied to.
Deleting a label or tag is permanent and cannot be undone. The label or tag will be removed from all records where it was applied.

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Where labels and tags are used

  • Filtering — labels and tags appear as filter options on list pages and in data views
  • Creating records — select a label or tag when creating or editing tasks, notes, opportunities, households, or businesses
  • Note cards — applied labels appear as colored badge chips in the card footer, on a row beneath the user name and timestamp
  • Note label picker — the picker on a note is searchable (Search labels…) and scrolls, which helps when a book has many note labels
  • Automations — use labels and tags as conditions or actions in automations
  • Sequences — task steps in sequences can include a label

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FAQ

Yes. Task labels, note labels, and opportunity labels are managed separately. You can have a “Follow-up” label in each category.
Yes. Any user can apply existing labels and tags when creating or editing records. Only admins can create, rename, or delete them from settings.
Yes. Labels and tags are defined at the company level and are available in every book.

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Next steps

Managing tasks

Apply labels when creating or editing tasks

Households

Apply tags to households