Tags answer “which of my people are…?” — and smart tagging keeps the answer up to date on its own.
In review: written from the product, not yet walked through live.
1Tag 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.
2See everyone with a tag
In the Profiles list, filter by tag. Combine tags to narrow further.
3Let 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.
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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.
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