1
What Tags Are For
Tags are free-form labels you define that let you categorize contacts any way you want — and they connect directly to smart lists and automation triggers.
- Tags are flexible labels you define — Examples: "Hot Lead", "Past Client", "Referral", "Buyer", "Seller", "VIP", "Do Not Contact." You create any tag that makes sense for your business.
- Tags power smart lists — Any smart list can filter by tag. "Show me all contacts tagged Buyer AND New Lead" is a one-click view once you have your tags in place.
- Tags are automation triggers — In Jtek's automation workflows, you can trigger a workflow when a tag is added. Example: Tag Added = "Hot Lead" → send SMS sequence → notify assigned team member.
- A contact can have multiple tags — A contact can be tagged "Buyer", "Referral", and "Hot Lead" simultaneously. Tags are additive, not exclusive.
- Tags are visible across your whole team — Everyone on your Jtek account sees the same tags. This makes them useful for handoffs and shared pipeline management.
Jtek
Contacts
Opportunities
ST
Sarah Torres
(512) 555-0847 · sarah@example.com
TAGS
Referral
Hot Lead
Buyer
VIP
+ Add Tag
Tip: Before you start adding tags, write out 10–15 tags you think you'll need and agree on them with your team. Consistent tags are far more useful than ones every team member creates differently.
2
Adding a Tag to a Contact
You can add tags directly from the contact record in seconds — either by selecting an existing tag from the dropdown or typing a new one.
- Open the contact record — Click any contact's name to open their full record.
- Find the Tags field at the top of the record — It's typically in the contact overview panel on the left side or at the top of the Overview tab.
- Click inside the Tags field — A text input with a dropdown appears.
- Type a tag name to search existing tags — Matching tags from your account will appear in the dropdown. Select one to add it.
- Press Enter or click a suggestion to add the tag — The tag appears as a chip on the contact record immediately. If you typed a new tag name and pressed Enter, that tag is created account-wide and available for all contacts going forward.
3
Bulk Tagging
Add the same tag to many contacts at once from the contact list view — far faster than opening each record individually.
- Go to Contacts and filter or open a smart list — Identify the contacts you want to tag. Use search or a smart list to narrow down to the right group.
- Check the boxes next to the contacts you want to tag — Or check the header checkbox to select all visible contacts.
- Click "Actions" in the toolbar that appears — A bulk actions dropdown will appear above the contact list.
- Select "Add Tag" — A small modal will open with a tag input field.
- Type the tag name and click Apply — The tag is added to all selected contacts. The activity log on each contact will show that the tag was added.
Jtek
Contacts
Opportunities
3 contacts selected
Actions ▾
Maria Johnson
New Lead
Ryan Walsh
New Lead
Amy Park
New Lead
Add Tag to 3 Contacts
Follow-up Needed
Apply
Cancel
Tip: After importing a CSV, immediately bulk-tag all imported contacts with the import batch name (e.g., "Import-March-2026") so you can identify, filter, or remove that batch later if needed.
4
Removing a Tag
Tags can be removed from individual contacts or in bulk just as easily as they were added.
- To remove a tag from one contact — Open the contact record → click the X icon next to the tag chip you want to remove. The tag is removed immediately and logged in the activity feed.
- To remove a tag from multiple contacts — Select the contacts in the list view → Actions → Remove Tag → type the tag name → Apply.
- Removing a tag does not delete the tag itself — The tag still exists in your account and can be added to other contacts. Removing it from a contact simply un-labels that contact.
- Removing a tag may affect automation triggers — If you have a workflow triggered by "Tag Removed," removing a tag will fire that workflow. Check your automations before bulk-removing tags.
- To delete a tag from your account entirely — Go to Settings → Tags to manage your master tag list. Deleting a tag from Settings removes it from all contacts simultaneously.
5
Tag Naming Best Practices
Inconsistent tag naming is one of the fastest ways to create a messy CRM. A little upfront discipline saves hours of cleanup later.
- Pick one casing convention and stick to it — Either use Title Case ("Hot Lead", "Past Client") or all lowercase ("hot-lead", "past-client") — never both. Title Case is easiest to read in the UI.
- Avoid spaces if tags will be used in automations — Some automation integrations work better with hyphenated tags ("hot-lead") than tags with spaces ("Hot Lead"). Check your workflow triggers before deciding.
- Keep tags short and obvious — "buyer" beats "residential-home-buyer-active". Short tags are readable in the tag chip view without truncating.
- Create a short internal tag glossary — Document 15–20 approved tags with definitions in a shared note or doc. Share it with your team so everyone adds the same tags consistently.
- Audit your tag list quarterly — Go to Settings → Tags and look for tags with zero contacts, duplicate meanings, or typos. Merge or delete them. A clean tag list makes smart lists and automations far more reliable.
Tip: Prefix stage-specific tags with a category: "Lead: Hot", "Lead: Cold", "Client: Active", "Client: Past" — this makes it easy to filter by category in smart lists without creating dozens of unrelated tags.