Tags let your team organize leads with a shared vocabulary — a short label like “Bad timing” or “VP+ only” that anyone can apply to a prospect and everyone can filter by. Org Admins and Campaign Managers build the list once in Settings; the whole team uses it from Interactions and the lead drawer.
Where tags live
One shared vocabulary, applied everywhere a lead appears.
Tags belong to your organization, not to any one person — every teammate sees and can apply the same list. There are two places tags show up: Settings → Tags, where the vocabulary itself is built and maintained, and the day-to-day surfaces where you actually tag prospects — the Tags column in the Interactions table and the tag stripin a lead's drawer.
Tags are notes, not switches
Applying a tag never changes a lead's status and never stops or starts outreach on its own — it just labels the lead so your team can find it again later. That distinction matters most for the “Do not contact” tag, covered below.
For Org Admins and Campaign Managers
Build the vocabulary from Settings → Tags.
Org Admins and Campaign Managers manage the tag list from Settings → Tags, in Platform Settings. Other teammates who work with leads can open the same tab, but only to read it. A banner at the top says “Managed by your admin — you can apply these tags to prospects, but only admins edit the list.”
Create a tag
Click Create Tag and name it — up to 30 characters, that's the only field. Tags don't have colors or descriptions. A duplicate name against an active tag is blocked; a command-like name ("stop", "never", "remove"...) gets a soft warning instead, since tags describe leads, they don't trigger actions.
Rename a tag
Open the same dialog from a tag's row to rename it. The change applies everywhere that tag is already used — on leads, in filters, and in the table.
Archive, don't delete
There's no delete. Archiving a tag removes it from the picker so it can't be applied to new leads, but prospects already carrying it keep it, and it stays filterable. Restore it anytime to bring it back into active use. Select multiple rows to archive in bulk.
List size
Capped, not unlimited
The active-tag count is capped for your org — 25 by default. The Tags tab shows “X of Y tags”, and Create is disabled with a tooltip pointing you to archive unused tags once you hit the limit.
Starting point
Seven starter tags from Wyra
Every org starts with seven tags created by Wyra — Wrong person, Bad timing — revisit, Budget frozen, Competitor in place, Champion, Pricing discussed, and Do not contact. They count toward the cap, and Org Admins and Campaign Managers can rename or archive them like any other. The list also shows a Prospects column — how many leads currently carry each tag — and a Created column noting who made it (“Wyra” for the starters).
For everyone
Tag a lead from the table or the drawer — it's the same tag list either way.
Anyone on the team can apply and remove tags, even if they can't edit the underlying list. There are two places to do it, and they both draw from the same shared vocabulary:
The Interactions table
The Tags column shows up to two chips per lead plus a “+N” overflow if there are more. Hover the cell and click the “+” that appears to open the tag picker and apply another.
The lead drawer
Open a lead from Interactions — or click through from a campaign's Prospect Pool, which lands you on the same drawer — and a tag strip sits just below the header with a “+ Tag” button and any chips already applied.
A lead can carry as many tags as make sense — there's no per-lead limit. Only the org-wide vocabulary itself is capped.
The “Do not contact” tag
Applying this tag doesn't stop outreach by itself.
Because tags are just labels, a tag named “Do not contact” (or “Dont contact”) — one of the starter tags every org gets — could easily be mistaken for a real stop switch. Wyra catches this: the first time you try to apply that tag, a confirmation dialog interrupts you — “‘Do not contact’ is a note, not a switch” — explaining that the tag does not stop emails, LinkedIn, or calls, and telling you to “use Stop Automated Emails on the lead” instead — what Interactions itself surfaces as the Do not disturb action (the bell-off icon on a row), which is what actually stops future automated sends to that lead.
One-time acknowledgment
You'll see this dialog once per person — after you click Apply tag anyway, it won't interrupt you again on future applies. Clicking Cancel skips applying the tag and leaves the acknowledgment unset, so it'll appear again next time. It only appears when applying the tag, not when removing it or when filtering the table by it.
Filtering by tag
Include mode narrows the table; Exclude mode clears leads out of it.
Open the Filters panel in Interactions and scroll to Tags, right after Status. Pick one or more tags, then choose which way you want the table to react:
Include
Shows leads with any selected tag
The table narrows down to only prospects carrying at least one of the tags you picked.
Exclude
Hides leads with any selected tag
The table drops any prospect carrying one of the tags you picked. Selected chips turn red as a visual reminder you're in exclude mode.
Archived tags don't disappear from filtering — they're tucked behind an expander that names the count — “Show 2 archived tags” — which opens automatically if your current filter already references one, so you can still find leads tagged before a tag was archived.
Where to go next