Skip to main content
Tags interface Tags help you categorize and organize your contacts. Use tags to group contacts by event, lead quality, follow-up priority, or any other criteria that makes sense for your workflow.

Creating Tags

1

Go to Contacts

Open the Contacts tab in your Wave dashboard.
2

Select a contact

Click on the contact you want to tag.
3

Add a tag

Type a new tag name or select from existing tags. Tags are created instantly.

How tags are used

You can use tags to:
  • Segment contacts (e.g., Leads, Clients, Partners)
  • Track where contacts came from (event, campaign, etc.)
  • Organize follow-ups or outreach
A single contact can have multiple tags, making your system flexible and scalable.

Tag Examples

Here are common ways to use tags:
TagUse Case
Conference 2025Contacts met at a specific event
Hot LeadHigh-priority prospects
Follow UpContacts needing a follow-up
ClientExisting customers
PartnerBusiness partners and collaborators

Filtering by Tags

In the Contacts view, click the tag filter to show only contacts with specific tags. You can filter by multiple tags at once.

Best practices

  • Keep tag names simple and consistent
  • Use tags for actionable groups (not just descriptions)
  • Avoid duplicates (e.g., “Client” vs “Clients”)