Tags are colored labels you can add to talents, events, clients, contacts and packages, such as "VIP", "New face" or "Urgent". They help your team spot and filter records quickly.
Where to find tags
- Click Settings at the bottom of the left sidebar.
- Click Tags in the Settings menu.
This page lists all your tags with their color, name and the entity types they can be used on.
Create a tag
- Go to Settings > Tags.
- Click New tag.
- Enter a Name, for example "VIP".
- Pick a Color.
- Under Entity types, choose where this tag can be used: Talent, Event, Customer, Contact or Package. Pick at least one.
- Click Create tag.
A tag only shows up on the entity types you choose. For example, a tag set to Talent only won't appear when you tag an event.
You can also create a tag on the spot while tagging a record. Open the Tags field and click Add Tag at the bottom of the list.
Edit a tag
Click the actions menu next to the tag and select Edit. Update the name, color or entity types and click Save changes.
Delete a tag
Click the actions menu next to the tag, select Delete and confirm. The tag is removed from every record that uses it. This can't be undone.