How do I search by contact Tags?
Tags are like labels that allow you to organize People, Companies, Projects, Properties, and Deals. They are helpful when you are trying to organize People or Projects or Deals that span different Segments.
Tip: Type "Help" in the search box for some search examples based on your contacts.
To search by Tags, you'll first need to add a Tag to a contact.
Here are step-by-step instructions on how to create a new Tag. Tags can also be added in bulk to many contacts at once while importing a spreadsheet.
Search for Tags
In the search bar at the top, search for tags by typing # and then the tag name.
Quick Filters - Tags
The quickest way to see all of your tags is to use the sidebar in the Table View or Kanban View.
In the sidebar, under "Quick Filters", tap on "Tags" to expand the section. You will see all of your tags listed here.
Tap on the checkmark next to any tags to begin filtering.
