Tags are unique identifiers used to segment Companies or Contacts into lists. You can use tags to group companies or contacts based on common characteristics. For example, you can create a tag to group companies based on their location, product interest or priority. Once you tag a company, you can use the tag to filter company records.
NOTE: Tags used in the Companies module are separate from tags in the Contacts module. Go to the Contacts module to create and add tags to contacts.
How to Create a New Tag
Go to the Companies module, select a company and click ‘Add/Remove Tags’.
![](https://cloudkb.legrandcrm.com/wp-content/uploads/2022/09/Add-or-Remove-Keyword-Tags-1.png)
Click ‘Add New Tag’.
![](https://cloudkb.legrandcrm.com/wp-content/uploads/2022/09/Add-New-Tag.png)
NOTE: Creating a new tag and tagging company records are subject to user role permissions. The Account Owner and Manager have full permissions and can set permissions for users with a ‘Standard’ role. If you are an Owner or Manager, click the settings icon next to your profile name and select ‘User’ to manage user role permissions.
Enter a name for the tag and click ‘Save’.
![](https://cloudkb.legrandcrm.com/wp-content/uploads/2022/09/Enter-tag-name.png)
How to Add Tags to a Company
When you create a new tag, it should appear in the ‘Available’ list. Click on the blue arrow to add the tag to the company.
![](https://cloudkb.legrandcrm.com/wp-content/uploads/2022/09/Assign-available-tag-1.png)
Once you add the tag, click ‘Save’ and exit.
![](https://cloudkb.legrandcrm.com/wp-content/uploads/2022/09/Save-assigned-tag.png)
When you tag a company, you can click the tag within the company record to view a complete list of companies within the same list.
![](https://cloudkb.legrandcrm.com/wp-content/uploads/2022/09/Assigned-company-tag.png)
How to Filter Companies by Tags
Go to the Companies module and click on the ‘More Options’ section.
![](https://cloudkb.legrandcrm.com/wp-content/uploads/2022/09/More-options....png)
Click on the ‘List by Keywords’ drop-down filter and select a tag.
![](https://cloudkb.legrandcrm.com/wp-content/uploads/2022/09/List-by-keyword-filter.png)
The companies using the selected tag are listed below.
![](https://cloudkb.legrandcrm.com/wp-content/uploads/2022/09/Filter-by-keyword-tag.png)