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Tags are shared labels in your Teams Connect workspace. For example, create a tag for a trade show so you can find the contacts your team met there.

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Add or create a tag

1

Open the contact’s tags

In Contacts, open the contact and select Tag, or choose Add tag from its actions in the table.
2

Choose a tag

Select one or more existing tags. To create one, choose Add new tag, enter a name, pick a color, and select Add tag.
3

Save your changes

Select Save to apply the tags to the contact. Clear a tag’s checkbox and save to remove it from that contact.
Team members can use the workspace’s existing tags on contacts in the app.

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Filter by tag

In the dashboard, select Tag above the Contacts table and choose a tag. Clear the filter to see the full list again.