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Segments & Tags ​

Tags are colour-coded labels you can apply to contacts, leads, and deals for quick filtering and bulk actions. Segments are saved dynamic groups of contacts based on filter criteria — useful for targeted outreach and reporting.

Table of Contents ​

  1. Tags
  2. Segments

Tags ​

Overview ​

Tags are free-form labels that can be attached to any CRM record. They are colour-coded for quick visual identification and support filtering on list pages.

Common uses:

  • Mark contacts by industry: saas, retail, healthcare
  • Track sales stage context: hot-lead, needs-follow-up, not-now
  • Segment by region: us-east, europe, apac

Managing Tags ​

CRM → Tags (/admin/crm/tags)

The tags list shows all existing tags with their names and current usage counts.

Creating a Tag ​

  1. Go to CRM → Tags
  2. Click New Tag
  3. Enter a Name (e.g., enterprise)
  4. Choose a Color
  5. Click Save

Tags are shared across contacts, leads, and deals.

Attaching Tags to Records ​

From a Contact record:

  1. Open the contact (/admin/contacts/{id})
  2. In the Tags section of the sidebar, start typing a tag name
  3. Select an existing tag or create a new one inline
  4. The tag is attached immediately

From a Lead or Deal record: same process — open the record, use the Tags section.

Via API:

POST /api/crm/contacts/{id}/tags
Authorization: Bearer {token}

{ "tag_id": 7 }

Removing Tags ​

Click the × next to a tag on any record to detach it. The tag itself is not deleted — it remains available for other records.

Filtering by Tag ​

On the Contacts, Leads, and Deals list pages, use the Tag filter to show only records with a specific tag.

Segments ​

Overview ​

A Segment is a saved filter that groups contacts matching specific criteria. Unlike a static list, a segment can be re-synced to pull the latest matching contacts at any time.

Common uses:

  • "Enterprise contacts in the US" — for targeted email outreach
  • "Leads scored above 70 with no deal" — for sales prioritisation
  • "Contacts with no activity in 90 days" — for re-engagement campaigns

Accessing Segments ​

CRM → Segments (/admin/crm-segments)

Creating a Segment ​

  1. Click New Segment
  2. Enter a Name and optional description
  3. Define Filter Criteria — combine conditions using AND logic:
    • Field (e.g., country, owner, tag, created_at)
    • Operator (equals, contains, greater than, etc.)
    • Value
  4. Click Save

Syncing a Segment ​

After creating or editing a segment, click Sync to run the filter query and refresh the segment's contact list.

Syncing is manual — the list reflects contacts that matched at the time of the last sync. Re-sync after adding new contacts or changing filter criteria.

Viewing Segment Contacts ​

Open a segment to see the current list of matching contacts. From this view you can:

  • Export the list to CSV
  • Click through to individual contact records
  • Remove specific contacts from the segment manually

Adding / Removing Contacts Manually ​

Even with filter criteria defined, you can manually add or remove individual contacts from a segment:

  • Add: Use the contact picker on the segment page
  • Remove: Click Remove next to a contact in the segment list

Manual additions persist through re-syncs unless the contact no longer matches any criteria.

Permissions ​

PermissionDescription
view crm segmentsView segment list and members
manage crm segmentsCreate, edit, sync, and delete segments

Last updated: June 2026

Released under the MIT License.

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