Tags are a data object unique multiselect that allows for grouping of objects by one tag.

For instance, a Company could have the tag SMB and you would be able to sort and search for that tag within the Companies table. However, if a Person was linked to an Company, the Person would not be linked to that Company tag, but you could reuse the tag SMB for Contacts.

Tags can be created, viewed, updated and deleted from the Settings > Tags page.

Note: Deleting a tag will not remove that tag from any objects it was linked to, and recreating the same tag will reenable it against those objects.

A typical use case for tags is to group Contacts or Companies together within CustomerOS that will go through a common flow together (for instance an outreach campaign, or newsletter).

When creating users and Companies, you can also provide a tag (or list of tags) to create those objects with for easy recall of that data import later on.
Bill & InvoiceAgents