Organize Tags With Categories and Colors
SMBcrm is adding tag categories and customizable tag colors in labs to help teams organize, identify, and manage tags more easily.
For teams managing contacts in SMBcrm’s CRM and sales tools, this makes larger tag sets easier to scan and maintain.
What Changed
You can now assign colors to tags so they are easier to recognize at a glance.
- Choose from a predefined list of colors.
- Use the color picker to select a custom color, including colors that match your brand.
- Tags without a selected color use gray by default.
- Existing tags initially appear in gray, and you can update their colors at any time.
- Tag colors appear when adding tags from the contact details page and when viewing tags in Smart List columns.
Organize Tags With Categories
Tag categories give you a structured way to group and manage related tags.
- Create categories and group multiple tags under them.
- Move individual tags or bulk move multiple tags between categories.
- Every tag belongs to a category.
- Tags without an assigned category are automatically placed under No category.
- Existing tags are initially placed under No category and can be moved into newly created categories.
- If you delete a category that contains tags, those tags automatically move to No category.
Why It Matters
Tag colors and categories make it easier to keep contact organization consistent as your account grows. Existing tags continue working without additional configuration, so teams can update their tag structure when ready.
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