FAQs on Record Management | Online Help - Zoho CRM

What are tags?

Tags are unique identifiers that can be associated with the CRM records to search, sort, categorize, filter, and segment them more efficiently. In simpler words, tags are labels that you add to a category of records so that you can sort them easily. For instance, you can add tags such as "Hot", "Warm", and "Cold" to your leads based on their levels of interest. You can also add tags based on demographics such as location, revenue or company size like US, UK, Asia, 50-100, Enterprise, small-scale, etc. When you click on any tag, you can view all the records associated with that tag.

Tags in Zoho CRM are module-specific. You can add unique tags to each module based on your requirements. All tags are publicly available to all users. Tags are made public in order to reduce tag clutter and avoid duplicates. Tags let you can perform actions like:
  1. Finding records by searching for tags in the global search menu. The records or other related information matching the search name will be displayed.
  2. Creating custom list views by specifying tags as your criteria

  3. Filtering records
  4. Creating reports based on the tags associated with your CRM records
  5. Using advanced filters to filter out records based on the tags associated with them

In CRM, you can convert leads to contacts, deals, and accounts and quotes to orders and invoices. If you have added tags to the records in these modules, you can choose to carry over these existing tags to the new modules.

To add tags:
  1. Go to any module (Leads, Accounts, Contacts, etc.)
  2. Select a record from the list view which you want to add tags to.
  3. Go to Tags in the related list and click Add Tags.
  4. Add relevant tags and click Save.

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