Tags

Tags are colored labels you apply to leads to organize them however your team works — by campaign, by source, by priority, or anything else. Tags are shared across your whole organization, so a tag one person creates is available to everyone, and you can filter your pipeline by any combination of them.

How tags work

• Org-wide catalogue. Your organization has a single list of tags. Admins create and manage this list; everyone can apply the tags to leads and filter by them.
• Colors. Each tag has a color from a fixed palette, so tagged leads are easy to scan at a glance.
• Many per lead. A lead can carry any number of tags at once.

Managing the tag catalogue (admins)

Admins manage the catalogue from Settings → General → Tags.

Creating a tag

1. Go to Settings → Tags and click New tag.
2. Type a name (up to 64 characters) and pick a color.
3. Check the live preview, then click Create tag.

Tag names are case-insensitive and must be unique — if a tag with the same name already exists, you'll be told instead of creating a duplicate.

Renaming or recoloring a tag

Click the pencil icon on any row to change a tag's name or color. The change applies everywhere the tag is used — there's nothing to update on individual leads.

Deleting a tag

Click the trash icon on a row and confirm. The tag is removed from every lead that had it. The leads themselves are untouched; only the tag is cleared. This can't be undone.

The Leads column on the catalogue shows how many leads currently carry each tag, so you can see at a glance which tags are in active use before renaming or deleting one.

Applying tags to leads

You don't need to be an admin to tag a lead — any member can.

• From the lead table. In the Tags column, click the tag pill on any row to open the picker. Tick the tags you want, or untick to remove them. Selected tags show as colored chips right in the cell.
• From the lead detail page. Open any lead and find Tags in the sidebar (near Status and Assigned to). Click to open the same picker.

If you're an admin, you can also create a tag on the fly: start typing a new name in the picker and choose Create "…" — the tag is added to the catalogue and applied to the lead in one step. Members see only the existing tags to choose from.

Filtering leads by tag

On any pipeline stage (New, Potential, and so on), use the Tags filter in the toolbar, next to the member filter. Pick one or more tags to show only leads carrying any of them. Choose Clear filter to go back to all leads.

The tag filter combines with the other filters — for example, you can view Potential leads, assigned to a specific team member, that carry a given tag.

Tags and Inmobalia imports

When you import contacts from Inmobalia, the migration wizard includes a Source Mapping step. There you can map each Inmobalia contact source to a Fondaro lead source and, optionally, to one of your tags. Any source you map to a tag will have that tag applied automatically to the leads it brings in.

Only the tags you explicitly map are created or applied — Inmobalia's own free-form tags are not imported automatically. If you undo an import, the imported leads (and the tags applied to them) are removed, but your tag catalogue is kept, so a re-run reuses the same tags.