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.
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.
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