Tags & Status
Use tags and status to categorize and track facilities.
Tags and status help you categorize facilities and track your progress. Unlike lists, tags and status are global — they sync across all your lists.
Tags Overview
Tags are custom labels you create to categorize facilities.
Examples of Tags
- Product Interest — "Interested in Product A", "Needs Lubricants"
- Priority — "High Priority", "Low Priority"
- Source — "Trade Show", "Referral", "Cold Outreach"
- Stage — "Contacted", "Meeting Scheduled", "Proposal Sent"
Tag Properties
- Name — Up to 50 characters
- Color — Choose from preset colors
- Usage Count — Tracked automatically
Creating Tags
Method 1: From Tag Management
- Go to any list or Company Drawer
- Click the + button in the Tags section
- Click Manage Tags
- Enter a tag name
- Choose a color
- Click Create
Method 2: On-the-Fly
- Open a facility's Company Drawer
- Go to the Overview tab
- In the Tags section, click +
- Type a new tag name
- Click Create New Tag
Applying Tags to Facilities
Individual Facility
- Open the facility's Company Drawer
- Go to the Overview tab
- Click + in the Tags section
- Select or search for a tag
- Click the tag to apply it
Bulk Tagging
- Open a list
- Click Bulk Actions
- Select Add Tags
- Choose tags to apply
- Confirm
Tags are applied to all facilities matching your current filters.
Removing Tags
Individual
- Open the facility's Company Drawer
- Find the tag you want to remove
- Click the × on the tag badge
Bulk Remove
- Open a list
- Click Bulk Actions
- Select Remove Tags
- Choose tags to remove
- Confirm
Filtering by Tags
In list view, you can filter by tags:
- Open any list
- In the sidebar, find the Tags filter
- Select one or more tags
- Only facilities with those tags are shown
Tag Match Modes
- Any — Show facilities with any of the selected tags
- All — Show facilities with all of the selected tags
- None — Show facilities without any of the selected tags
Status Tracking
Status is a built-in field for tracking where a facility is in your sales process.
Available Statuses
- New — Not yet contacted
- Contacted — Initial contact made
- Qualified — Confirmed as a prospect
- Not Interested — Declined or not a fit
- Customer — Converted to customer
Setting Status
- Open the facility's Company Drawer
- Go to the Overview tab
- Click the Status dropdown
- Select the appropriate status
Using Status
- The "Contacted" status is used to calculate the "Remaining" count in lists
- Use status to track progress through your sales process
- Status is independent of deals — a facility can have both a status and a deal
Notes
Notes let you add free-text information to facilities.
Adding Notes
- Open the facility's Company Drawer
- Go to the Overview tab
- Find the Notes section
- Type your note
- Notes save automatically
Note Properties
- Up to 1000 characters per facility
- Visible across all lists
- Private to your account
Note Ideas
- Call notes
- Key contact preferences
- Equipment observations
- Pricing discussions
- Follow-up reminders
Global Sync
Tags, status, and notes are global:
- Changes sync across all your lists
- Adding a tag in one list shows it everywhere
- Notes are visible regardless of which list you access the facility from
This means you maintain one consistent record per facility, not separate records in each list.
Best Practices
Create a Tag System
Establish consistent tags before you start tagging:
- Decide on categories (Priority, Source, Interest, etc.)
- Limit the number of tags to keep them useful
- Use consistent naming conventions
Use Status Consistently
- Update status as you progress with each facility
- Status helps calculate your "remaining prospects" count
- Consider status as a quick at-a-glance indicator
Keep Notes Updated
- Add notes after every interaction
- Include dates in notes for context
- Note key decision-maker preferences
Combine Tags and Lists
- Use lists for campaigns (groups of facilities)
- Use tags for attributes (properties of facilities)
- Example: A facility can be in "Q1 Campaign" list with "High Priority" tag