What is a Tag?
A tag is a custom label applied manually to a prospect or message thread.
Unlike automated statuses, tags are custom identifiers used to group specific sets of prospects (e.g., "Conference Leads" or "Urgent Follow-up") within your inbox.
How to add a tag?
You can add tags from either the Prospects tab (row menu) or the Messages tab (conversation panel, top-right three-dot menu):
Step 1: Click the three dots (⋯) menu for the prospect.
Step 2: Hover over "Edit tags" to open its submenu (it now has an arrow, same as the status option).
Step 3: The submenu shows two ways to tag:
Manage (first option) — opens the full tags modal, where you can type a new custom label and click "Save tags", same as before.
All existing tags, listed A to Z — click any tag in the list to add it instantly. The menu closes automatically once you click one.
