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Notes and tags keep each lead organized and easy to find. Notes record what was discussed, while tags group leads so you can filter them later. This guide covers both.
Tags2

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Adding a note

Notes capture conversations, agreements, and reminders attached to a specific lead. From the list view Click Add Note in the Notes column of any lead row, type your note, and save. The note attaches to that lead.

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From the lead detail view

  1. Open the lead by clicking its row
  2. In the Activity area, click Note
  3. Type your note
  4. Save
Notes appear in the lead’s activity timeline, so you and your team can see the full history in order. Pin important notes to keep them at the top.

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Logging other activity

Alongside notes, the lead detail view lets you log other interactions from the same row of buttons:
  • Log records a call or general interaction
  • Note adds a written note
  • Meeting schedules or records a meeting
  • Email logs an email
Each entry is timestamped and added to the timeline, building a complete record of every touchpoint with the lead.
Tags1

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Adding a tag

Tags are labels you attach to leads to group them, such as VIP, Technical service, or any label that fits your workflow. From the list view In the Tags column, click the + on any lead row and choose or create a tag. To remove a tag, click the x next to it.

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From the lead detail view

  1. Open the lead
  2. Find the Tags field in the Details panel on the right
  3. Click to add a tag, or remove one with the x
A lead can hold several tags at once.

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Why tags are useful

Tags become powerful when combined with filtering. Once leads are tagged, you can:
  • Filter the lead list to show only a certain tag
  • Group similar leads regardless of their stage
  • Spot patterns, such as all your VIP or high-priority leads
Decide on a small, consistent set of tags for your team rather than creating many one-off labels. A focused tag set keeps filtering meaningful.

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Notes versus tags

Use each for its purpose:
  • Notes hold detail and history, the things you need to read
  • Tags hold classification, the things you need to filter by
Together they keep each lead both well-documented and easy to group.

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What to do next

  1. Filter your leads by tag to put your tags to work
  2. Convert qualified leads into deals, carrying their history forward
  3. Set up custom fields to capture structured lead data beyond notes and tags