Use tags to organise captures

What you'll need

• An admin to create shared tags. Personal tags need nothing extra.

1. Open Tags and choose Add a tag

   In Tags, choose Add a tag. Admins see this page in the sidebar.

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2. Name the tag and choose its scope

   Enter a Name and, if you like, a Description. Under Scope, choose Shared workspace tag or Personal tag, then choose Create tag.

3. Tag one capture

   Open a capture. In the tags row, open + Add tag, choose a tag and choose Add.

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4. Tag many captures at once

   In Captures, tick the people, choose a tag in the bar that appears and choose Apply tag. Remove tag takes it off again.

5. Filter by a tag

   In Captures, open Any tag and choose the tag you want.

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6. Send shared tags to your CRM

   With auto-sync on, a new lead's tags go to your CRM with it. For leads already there, select them in Captures and choose Export tags to CRM. Personal tags are never exported.

7. Limit the team to shared tags

   Admins can turn on Restrict to shared tags only at the bottom of Tags. Teammates can then apply shared tags only.

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Result: the capture carries its tags in Captures, and shared tags reach your CRM with the lead.