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Tags are unique identifiers that allow users to label records. This is to help simplify sorting and accessing records. Users can create and access tags for any of their records— Leads, Contacts, Accounts, Deals, and Email templates.
Freshsales allows users to create and use two types of tags:

 

  • Custom tags: These are the tags that can be created by users while adding a tag to a record. To learn how to add and use a custom tag on a record, refer to this article

Note: To limit the visibility of tags created by users to only themselves, turn on the '

Enable private suggestions’ toggle. This ensures that users do not view tags that are created by others as a part of their tag suggestions.


  • Default tags: Tags created from within the Tag settings page are referred to as Default tags and can be identified by . These tags show up as suggestions whenever users try to add tags to leads, contacts, accounts, deals, and emails on Freshsales.

To create a default tag, 

  1. Go to Admin Settings  > GENERAL SETTINGS > Tags . This opens a page dedicated to tags.  

  2. Type the name of the tag that you wish to create in the box beneath ‘Add a new’ tag and click . Tags created from the tag settings page are considered as Default tags if the private suggestions toggle is turned on.

    This creates a new Tag and presents you with a success notification. 


    However, if a tag already is present under this name, then you will be presented with an error notification. You will then have to tweak the name of the tag to make it unique.


How to filter records using tags?
To filter records using tags, click on the  icon associated with a tag. This brings up a menu that allows you to filter the different records– leads, contacts, accounts, deals, and emails– based on tags present in the system. 
Note: Records that are present in the recycle bin will not be considered when the filter is applied.


Clicking these options opens a separate webpage with the tag applied as a filter.

How to Delete a tag?

To delete a tag, ensure that the tag is removed from all associated records. Once the tag is removed from all records, click the Deleteicon to delete the tag from Freshsales. 

Note: Attempting to delete a tag without removing its association with records will result in an error notification. Records in the recycle bin will also need to be disassociated with the tags before a tag can be deleted.