Contacts and pipelines

Organise contacts with tags and custom fields

On the Custom Fields tab of each contact, and as choices in the "Update Contact Field" automation action.

Create colour-coded tags for quick grouping, add your own fields such as Budget or Property type, and use them on contacts.

Two ways to organise

Tags are short, colour-coded labels for quick grouping, such as "Hot lead" or "Investor". Everyone on your team can see them.
Custom fields store structured details, such as "Budget" or "Preferred location". They appear on every contact and can be used in automations.

Click Settings in the sidebar (1), then Fields & tags in the Settings menu (2). You will see your Tags (3) and Custom fields (4).

The Fields and tags page with Settings, Fields & tags, Tags and Custom fields marked 1 to 4
To add a tag, type its name (3), pick a colour, and click Add tag (4). To remove a tag, click the x on it.

The tag name box marked 3 and the Add tag button marked 4
To add a custom field (Owners and Admins only), type the New field name (3) and click Add (4). The bar shows how many fields you have used, for example 3 / 50.

The New field name box marked 3 and the Add button marked 4
You can also manage custom fields without leaving the contacts list: click Custom fields at the top of Contacts.

The Custom fields window opened from the Contacts page, with the New field name box marked 1
To tag a contact, open their panel and go to the Tags tab (1). Click a tag to add it to the contact or remove it.

The Tags tab of a contact panel marked 1

Where do custom field values show up?

On the Custom Fields tab of each contact, and as choices in the "Update Contact Field" automation action.

Is there a limit?

Your account shows how many custom fields you have used out of your allowance, for example 3 / 50.

Can I tag many contacts at once?

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