Organize contacts with tags

Start with a small tag system

Useful tags describe something the team will act on: plan, customer type, issue theme, or follow-up state. Avoid creating near-duplicates such as “billing” and “payments” unless they mean different workflows.

Create and apply a tag

1. Open Contacts and select one or more people.
2. Choose Add tag and search the existing list first.
3. If no tag matches, create a concise name and choose a distinct color.
4. Apply the tag; it is immediately available to the whole workspace.