Tags give you a flexible way to categorize clients beyond the built-in filters (connection type, engagement, lifecycle stage). Use them to create custom groupings that match how you think about your book.
Adding Tags to a Client
From the client's profile or the client list quick-action menu:
- Click the tag icon or "Add Tag"
- Type a tag name — existing tags appear as suggestions
- Press Enter to apply a new tag or click an existing one
Tags are shared across your practice — every team member sees the same tag library.