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Getting started
Chat tabs
Contacts and CRM
  • Customer profile and sales CRM
  • Notes and activity log
  • Organise contacts with tags
  • Block numbers with the blacklist
  • Import and export contacts
  • Group contacts by company
Pipeline and follow-ups
Messaging tools
AI and translation
Integrations
Team and reports
Account and billing
Privacy
Help Center / Contacts and CRM

Organise contacts with tags

Categories, tags and usage counts.

Organise contacts with tags

Tags group contacts for filters, broadcasts and reports.

Steps

  1. Open Contacts, then Tag Management in the dashboard.
  2. Create a category such as Source or Status.
  3. Add tags to the category and pick a colour.
  4. Apply tags from a contact profile or in bulk from the contacts list.
Tip: The count next to each tag shows how many contacts use it.

Updated October 19, 2026

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