# Tags and smart tagging

> Tags in SkedX CRM are labels you put on profiles to group them (for example “USA”, “NCLEX”, “hot”). Add them from the profile page, or set up smart tagging rules in Settings → Data quality so profiles matching a condition are tagged automatically.

Product: SkedX CRM · Topic: Profiles · Draft — steps not yet re-verified in the live product

Tags answer “which of my people are…?” — and smart tagging keeps the answer up to date on its own.

## Step 1: Tag one profile

On a profile page, click the tag area in the header, type the tag, press Enter. Existing tags autocomplete so spellings stay consistent.

## Step 2: See everyone with a tag

In the **Profiles** list, filter by tag. Combine tags to narrow further.

## Step 3: Let rules do it — smart tagging

In **Settings -> Data quality -> Smart tagging**, create a rule: when a profile matches a condition, the tag is applied automatically.
Open it directly: https://crm.skode.ai/settings

## Common questions

### How do I take a tag off many records at once?

In the Enquiries list, tick the records (or select all), choose **Edit** in the bar at the bottom, and type the tag under **Remove Tags**, then press Enter. It shows struck through; click **Update**. The tag comes off every selected record that has it; records without it are left as they are. The same dialog adds tags under **Add Tags**. A tag an import added (for example “sheet-import”) is removed the same way.

Videos and screenshots © 2026 SkedX, with sample data only. Share and link to them freely; copying the SkedX product or its design is not allowed. Terms: https://skode.ai/terms/

## Related guides
- Search, filter, and save views: https://skode.ai/help/crm/profiles/find-and-filter-profiles/
- Add your own fields to profiles: https://skode.ai/help/crm/profiles/custom-fields-on-profiles/
- Import profiles from a spreadsheet: https://skode.ai/help/crm/profiles/import-profiles-from-a-spreadsheet/

Source: https://skode.ai/help/crm/profiles/tags-and-smart-tagging/