Organizing Contacts with Tags

Tags help you turn a simple contact list into a structured, meaningful system.

1. Group contacts by purpose

Examples:

  • “Clients”
  • “Leads”
  • “Vendors”
  • “Networking”
  • “Family”

2. Group contacts by project

Examples:

  • “Website Redesign”
  • “Q2 Outreach”
  • “Event Planning”

3. Group contacts by status

Examples:

  • “Active”
  • “Pending”
  • “Follow‑Up Needed”
  • “Closed”

4. Combine tags for deeper organization

A contact can have multiple tags, such as:

Client + High Priority + Q2 Outreach

This gives you instant clarity when filtering.