Skip to main content

​
Tags

Tags are colour-coded labels for triaging and grouping leads — by event, priority, territory, or anything else. Manage them at Leads → Tags.
  • Create a tag with a name and colour.
  • Access levels control who can use a tag: Full team, Subteams only, or Private.
  • Default tags are applied automatically to new captures.
  • Archive a tag to retire it without losing history; restore or delete it later.
Apply tags from the lead detail page, during mobile capture review, or in bulk from the lead list.
Create a tag per event or campaign before it starts and set it as a default — every capture is grouped automatically.

​
Custom fields

Custom fields add workspace-specific data to every lead. Find them at Leads → Fields.
  • Standard fields (email, phone, company, job title, location, industry, company size, LinkedIn, website) are built in and filled by enrichment.
  • Custom fields are defined by admins: text, number, single-select, multi-select, date, or URL.
Custom fields appear on every lead’s detail page, and you can edit them in bulk from the lead list. Events can also set default custom field values for everything captured at the event.
Creating and editing tag and field definitions may require admin permissions. Anyone can apply existing tags to their own leads.