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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 Tags

In your Wave Connect dashboard, open Contacts and then Tags.
2

Click Create

The Create Tag form opens.
3

Describe the tag

Enter a Title (3 to 90 characters) and an optional Description (up to 200 characters) so your team knows when to use it. Pick a Color. A random color is suggested.
4

Click Create

The tag is ready to apply to contacts.
You can also create a tag while tagging a contact. Open the contact’s tag picker (Change or add tags…), type a name, and choose the Create tag option that appears with your text.

Tag visibility

In an organization, every tag has an owner that decides who can see and use it: Managers and admins choose the owner in the Visible to everyone in: field when creating a tag. Members can only create personal tags. Tags owned by a team or the organization are managed centrally. Only an admin, or a manager of that team, can rename, recolor, or delete them. Everyone else can apply them to contacts.

The tags table

The Tags page lists every tag you can see, with its color, Name, Description, Contacts (how many contacts carry the tag; click the count to open those contacts), Created at, and Visibility (the person, team, or organization that owns it). Use Search to find a tag. In an organization with several teams, filter by Teams.

Editing and deleting tags

  • Click a tag’s Name or Description cell to edit it in place
  • Right-click a tag, or open its menu, for View contacts, Edit tag, and Delete tag
  • Edit tag opens the Update tag form, where you can also change the Color
  • To delete several tags, select them and click Delete
Deleting a tag removes it from every contact. The operation is irreversible.

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:

Filtering by tags

In the Contacts view, click the Tags filter to show only contacts with specific tags. You can filter by multiple tags at once. To tag many contacts in one go, select them and choose Add tag… from the Actions menu.

Best practices

  • Keep tag names simple and consistent
  • Use tags for actionable groups (not just descriptions)
  • Avoid duplicates (e.g., “Client” vs “Clients”)
  • Add a Description to shared tags so teammates apply them the same way