A tag is a free-form label attached to a customer. The system has one reserved prefix today; everything else is free-form.

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Tag kinds

Reserved system prefix:
PrefixMeaning
bot:Bot autoreply control (bot:disabled = turn the bot off for this customer)

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Lead-tags page

Access: the lead-tag table inside CRM. Columns:
  • Tag name
  • Color chip
  • Customer count
  • Actions: edit, delete

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Create / edit a tag

1

+ New tag

The create/edit drawer opens.
2

Name

Convention: prefix: then kebab-case. Example: industry:b2b-saas.
3

Color

Picker for the chip color.
4

Save

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Add / remove a tag

  • Customer drawer → Profile tab → Tags section → autocomplete input
  • Bulk: check rows in the table → bulk action bar → “Add tags”
The add-tag / remove-tag nodes (Contact nodes)
tags column = comma-separated values. Missing tags are auto-created.
Stage tag system (stage:lead, stage:mql, …) for funnel tracking, tag merge, tag description field, advanced custom-prefix grouping — coming soon.