Using Tags, Custom Fields and Smart Lists
Create a highly organized database where you can instantly find specific groups of contacts.
For: All Users
Time: 10 minutes
Instructions
1
Understanding Tags vs. Custom Fields
Tags are like sticky notes (e.g., "VIP", "Attended Event"). Custom fields are for specific data points (e.g., "Birthday", "Industry", "Pet Name").
2
Adding a Tag
Open a contact record. On the left side, scroll to the Tags section. Type a new tag and hit enter, or select an existing one.
[SCREENSHOT NEEDED: Adding a tag in the contact record]
3
Filtering by Tags or Fields
Go to the main Contacts list. Click "More Filters" at the top right. Select your criteria (e.g., Tag is "VIP").
[SCREENSHOT NEEDED: More Filters menu expanded]
4
Saving a Smart List
Once you have applied a filter, click the "Save as Smart List" button at the bottom of the filter menu. Name it. It will now appear as a tab at the top of your Contacts screen.
[SCREENSHOT NEEDED: Smart List tabs at the top of Contacts]
What Success Looks Like
- You have created a saved Smart List tab.
- You know how to apply a tag to a contact.
Last updated: 10/1/2026