Tags describe companies and contacts and can be used as a filter in search. You apply them on a profile; you manage them centrally under Account → Tags (/account/tags).
What the page shows
Every tag in use across your organization. Tags belong to the organization, not to individuals. What you change here, the whole team sees.
Delete a tag
Use the delete action in the tag's row and confirm. The tag is removed from every record it is attached to. The records themselves stay.
Exact or semantic
When you apply a tag on a profile you can pick between two match modes:
- Exact matches that word only.
- Semantic also matches related terms.
The mode is stored with the tag and changes what searches using it return.
Tips
- Keep the list short. Two tags with almost the same meaning split your search results.
- Tidy up after a campaign instead of carrying tags along forever.
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