Yes, you can add unlimited tags to your leads and companies directly in Hunter's Leads section. This allows you to organize and categorize leads based on specific criteria, making it easy to share with your team for efficient and streamlined prospect management.
How to add a tag to a lead or company
First of all, to start tagging your leads or companies, you must make sure the Tags column is visible. To do so, inside the Leads section, simply slide to the extreme right, click on the plus (+) sign as shown below, check the Tags checkbox, and click on Update.
Now that the Tags column is visible, to add a tag to one of your leads or companies, simply hover over the lead's row inside the Tags column and click on + Add a tag.
Now select an existing tag or create a new one by giving it a name:
How to filter your leads by tags
It is possible to filter your leads or companies by tags and use tag filtering in combination with other filters. Click on the Filters and + Add filter button on the people or company list and select Tags.
If you just wish to filter your leads or companies by tags, you can also directly click on the Tags column and check the tags you want to filter by.
Edit your tags
To edit your tags, simply click on the three dots, change the name, pick a different colour, or delete the tag.
💡 It is not currently possible to bulk edit tags for a list of leads or to tag leads during a lead import.
To sum things up
How many tags can I create?
You can create as many tags as you’d like; there’s no limit.
Can I bulk-edit a list of leads by adding a tag? Or import a list of leads and tag them all.
This feature isn’t available at the moment, but we are currently working on it.
Are tags shared with my team members?
Yes, tags are visible to other users in your team. Everyone in the team shares them and can edit/remove/add them. Tags can also be applied to other users’ leads.