Tag Groups

Color-Coded Categories

for Every Tag

Group related tags under named categories with distinct colors so your team can visually distinguish lead sources from deal stages from interest levels at a glance. As your tagging taxonomy grows, groups keep everything structured and searchable.

Named GroupsColor CodingDrag & Drop OrderingCross-Feature VisibilityWorkflow IntegrationBulk Assignment

Visual clarity at scale

Each group gets its own color so tags are instantly recognizable across contacts, pipelines, and reports.

Structured flexibility

Add, rename, or reorganize groups as your segmentation needs evolve without breaking existing automations.

Team-wide consistency

Groups enforce a shared tagging vocabulary so every rep categorizes leads the same way.

Group management

Build a structured tagging taxonomy

Tag Groups
Lead Source
WebsiteReferralAd CampaignCold Outreach
Status
ActiveInactiveNurturing
Interest
HighMediumLow

Create & Name Groups

Define tag groups like Lead Source, Deal Stage, Interest Level, or Industry. Each group acts as a folder that keeps related tags organized and easy to find.

Tag Groups
Lead Source
WebsiteReferralAd CampaignCold Outreach
Status
ActiveInactiveNurturing
Interest
HighMediumLow

Color Assignment

Assign distinct colors to each group so tags are visually separated across every interface. Spot a lead source tag versus a deal stage tag instantly.

Sales Pipeline
New Lead
8
Contact 1
$39K
Contact 2
$32K
Qualified
5
Contact 1
$5K
Contact 2
$21K
Proposal
3
Contact 1
$6K
Contact 2
$18K
Won
2
Contact 1
$38K
Contact 2
$28K

Drag & Drop Ordering

Reorder groups and tags within groups by dragging. Priority groups appear first in dropdowns, filters, and tag pickers across the platform.

Contacts
SC
Sarah Chen
sarah@acme.co
Customer
VIPEnterprise
MJ
Mike Johnson
mike@tech.io
Lead
Warm
AG
Ana Garcia
ana@startup.co
Prospect
Inbound

Group-Based Filtering

Filter contacts, deals, and pipeline cards by entire tag groups. Find all leads tagged with any tag from your Lead Source group in a single click.

See it in action on your own account
Tag Groups
Lead Source
WebsiteReferralAd CampaignCold Outreach
Status
ActiveInactiveNurturing
Interest
HighMediumLow

Organized segmentation

Tags without groups are just a flat list

As your team grows and your tagging needs expand, ungrouped tags become impossible to manage. Tag groups turn a chaotic list into a structured taxonomy that scales with your business. Every tag has a home, every group has a color, and every filter respects the hierarchy.

Sales Pipeline
New Lead
8
Contact 1
$32K
Contact 2
$55K
Qualified
5
Contact 1
$12K
Contact 2
$35K
Proposal
3
Contact 1
$27K
Contact 2
$23K
Won
2
Contact 1
$47K
Contact 2
$49K

Cross-feature integration

Groups that work everywhere

Tag groups are not just for the tag manager. They surface in pipeline filters, workflow trigger selectors, campaign audience builders, and contact table views. One taxonomy powers consistent segmentation across your entire platform.

Structure your tags

Stop scrolling through flat tag lists.

Group, color-code, and organize your tags into a taxonomy that scales with your team.

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