Household tags help you categorize and filter clients and prospects. Use tags for segmentation, targeting communications, and organizing your book.
Tags are labels you apply to client and prospect records. Unlike tiers (which indicate service level), tags are flexible categories for any grouping you need:
- Demographics — Retiree, Business owner, Young family
- Services — Financial planning client, Tax client, Insurance only
- Status — Review due, Needs attention, VIP
- Source — Referral, Seminar attendee, Website lead
- Interests — ESG investing, Real estate, Charitable giving
Go to settings
Navigate to Settings → Company.
Click Household tags
Click Household tags in the menu.
View tags
See all tags with usage counts.
Create a tag
Go to household tags
Navigate to Settings → Company → Household tags.
Click Create tag
Click the Create tag button.
Enter name
Type the tag name.
Choose color
Select a color for visual identification.
Add description
Optionally describe when to use this tag.
Save
Click Save to create the tag.
Tag properties
| Property | Description |
|---|
| Name | Display name (e.g., “Annual review due”) |
| Color | Visual identifier in lists and records |
| Description | Usage guidance for your team |
On a client record
Open client
Navigate to the client or prospect.
Find tags section
Locate the tags area on the record.
Click Add tag
Click Add tag or the + icon.
Select tags
Choose from existing tags or create new.
Bulk tagging
Tag multiple households at once:
Select households
In the clients/prospects list, select multiple records.
Click Bulk update
Click Bulk update in the action bar.
Choose Add tag
Select Add tag action.
Select tag
Choose which tag to apply.
Apply
Tag is added to all selected records.
From a single record
Open the record
Navigate to the client/prospect.
Find the tag
Locate the tag in the tags section.
Click X
Click the X on the tag to remove it.
Bulk removal
Select households
Select records with the tag.
Bulk update
Click Bulk update → Remove tag.
Select tag
Choose which tag to remove.
Apply
Tag is removed from selected records.
In the clients list
Go to Clients
Navigate to your clients list.
Open filters
Click Filter.
Select tag filter
Choose Tags and select tags to filter by.
Apply
List shows only tagged households.
Filter logic
When filtering by multiple tags:
- Any of — Shows records with ANY selected tag
- All of — Shows records with ALL selected tags
- None of — Excludes records with selected tags
Go to household tags
Navigate to tag settings.
Find the tag
Locate the tag to edit.
Click Edit
Click the edit icon.
Make changes
Update name, color, or description.
Save
Changes apply everywhere the tag is used.
Deleting a tag removes it from all households. This cannot be undone.
Go to household tags
Navigate to tag settings.
Find the tag
Locate the tag to delete.
Click Delete
Click the delete icon.
Confirm
The tag is removed from all records.
Workflow triggers
Trigger workflows based on tags:
- When tag is added → Run workflow
- When tag is removed → Run workflow
Example: When “Review due” tag is added → Create review tasks
Sequence enrollment
Use tags to manage sequences:
- Add tag to enroll in sequence
- Remove tag when sequence completes
Tag-based filtering
Use tags in workflow conditions:
- Only run for households with specific tags
- Skip households with exclusion tags
Tag best practices
Naming conventions
Use clear, consistent names:
- ✓ “Annual review due” — Clear meaning
- ✓ “Referral source” — Descriptive
- ✗ “AR” — Too cryptic
- ✗ “Tag 1” — Meaningless
Color coding
Use colors meaningfully:
| Color | Suggested use |
|---|
| Red | Needs attention, urgent |
| Yellow | Pending, in progress |
| Green | Complete, positive status |
| Blue | Informational |
| Gray | Neutral categorization |
Tag hygiene
Maintain clean tags:
- Review tag usage quarterly
- Delete unused tags
- Merge similar tags
- Document tag purposes
Avoid over-tagging
Too many tags reduce usefulness:
- Each tag should serve a purpose
- If you filter by it, it’s useful
- If no one uses it, delete it
| Method | Best for |
|---|
| Tiers | Service level (A/B/C/D) |
| Tags | Flexible categorization |
| Custom fields | Structured data |
| Segments | Dynamic groupings |
Common tag systems
By service type
- Financial planning
- Investment management
- Tax preparation
- Insurance
- Estate planning
By client lifecycle
- New client
- Onboarding
- Active
- At risk
- Inactive
By review status
- Review scheduled
- Review due
- Review overdue
- Review complete
By marketing
- Newsletter subscriber
- Event attendee
- Referral source
- Do not contact
Troubleshooting
Tag not appearing
Check:
- Tag is created in settings
- You’re looking at the right book
- Filter isn’t hiding tagged records
Can’t delete tag
Verify:
- You have admin permissions
- Tag isn’t protected
- No active automations depend on it
Next steps
