Tags

How Lead360 helps

Lead360 Tags provides lightweight reusable labels for organizing contacts and supporting filters, Smart Lists, and automations. A controlled tag vocabulary helps teams classify records without creating many inconsistent spellings or hiding structured data inside labels.

When to use this area

Use Tags for simple categories that can apply to many contacts and do not require a typed value or complex relationship.

Before you begin

• Search existing tags for the same meaning.
• Choose a clear naming convention and owner.
• Review Smart Lists and automations that may react to tag addition or removal.

Create a useful tag

1. Use a short name with one clear business meaning.
2. Follow one naming convention for capitalization and spacing.
3. Document who or what applies and removes it.
4. Avoid using a tag when a structured custom field would report more reliably.

Before renaming or deleting

1. Search Smart Lists, forms, imports, campaigns, automations, reports, and integrations for the tag.
2. Replace dependent references before removing it.
3. Test the updated enrollment and removal logic with one contact.

Prevent tag clutter

Merge duplicates, retire temporary labels after their purpose ends, and keep operational tags separate from one-time marketing labels.

Use Ask360 here

Ask360 can list authorized tags, find likely duplicates and dependencies, and prepare one reviewed tag creation or rename when supported. It never deletes a tag, retags contacts, changes a Smart List, or triggers an automation from this Help flow.

Confirm the result

A completed Tags workflow should be visible in the product area that owns the final record. Use these checks before relying on the result or moving to the next customer-facing step.

• Apply the tag to a controlled contact.
• Check expected filters and automations.
• Confirm similar or obsolete tags are not splitting the audience.

Troubleshooting

Two tags mean the same thing

Choose the canonical tag, migrate dependent records and workflows, then retire the duplicate after verification.

Adding a tag triggered an unexpected action

Inspect tag-based automation triggers and test the intended rule before broad use.