Tags

Tags help you organize your network by grouping contacts based on shared traits — like job roles, industries, locations, or custom labels that matter to you. Think of them as folders or labels that make your network easier to filter, search, and navigate.

💡 Tags are private and fully customizable — use them in a way that fits your workflow best.

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Why use tags?

Tags help you:

• 🗂️ Group contacts by function, industry, location, or context

• 🔍 Quickly filter and find the right people

• 🧠 Remember how someone fits into your network

• 📁 Create a personalized structure that reflects your goals

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How to use tags

🆕 Create a Tag

1

Go to My Network

Open the main contacts view from the Home screen.

2

Click + Tags in the left sidebar

This opens the tag creation panel.

3

In the pop-up:

• Enter a Tag name (required).

• (Optional) Click + Add to Parent Group to nest the tag.

• Pick a color to personalize the tag.

4

Click Create Group

🏷️ Add a Tag to a Contact

1

Navigate to My Network

From the Home screen, tap My Network in the top navigation bar.

2

Select a contact

Tap on the contact you want to tag. You’ll see their profile card with name, imported info, and any existing notes.

3

Tap Add Tag

Choose from existing tags or add a new tag

4

Click on Save to assign the tag to a contact

You can update, remove, or add more tags anytime.

View by Tag

• From the left sidebar, click on any tag to see all contacts under it.

• You can expand/collapse groups and subgroups for better visibility.

Edit or Delete a Tag

1. Hover over a tag in the sidebar.

2. Click the three-dot menu:

   • Edit

   • Delete the tag (doesn’t delete contacts)

💡 Tips

• Keep tags short and meaningful

• Use consistent naming (e.g. “Marketing - EU” or “Investor - Warm”)

• Nest related tags for better structure (e.g. under “Industry”)

• You can apply multiple tags to a single contact

FAQs

Will deleting a tag remove contacts?

No — it only removes the tag, not the contacts themselves.

Can I use multiple tags per contact?

Yes! Contacts can have as many tags as you need.

What is a Parent Tag?

Parent tags allow you to group related tags together, like "Europe" > "Berlin", or "Company X" > "Engineering Team".

Can I rename or delete tags later?

Yes, just hover over the tag name and select the edit or delete icon.

Are tags private?

Yes. Your tags are visible only to you—they’re meant to help you organize, not be shared.