Open Manage Tags
Below the map, click Manage Tags. The dialog has two sections: Create New Tag at the top, and Existing Tags below.
Create a tag
Type a name in Tag Name (for example, Hot Lead, Investor, Customer). Pick a color in the Color field (click the swatch to open a color picker, or type a hex code directly). Click + Add. The new tag appears in Existing Tags below.
Edit or delete a tag
In Existing Tags, each row has a pencil icon (rename), a color swatch (change color), and a trash icon (delete). Deleting a tag also removes it from every lead that has it.
Click Close when you're done.
Tag a lead from the table
Find the lead in the table. In the TAGS column, click + Add. A dropdown lists every tag in your workspace. Click one to apply.
The tag chip replaces the + Add button. To add another tag to the same lead, click the chip area again and pick more. To remove a tag, click the chip itself.
Tag a lead from the detail drawer
Click the lead row to open the Lead Detail drawer. Scroll to the Tags section. Every workspace tag shows as a toggle — click to add, click again to remove. Click Save Changes at the bottom.
Use tags to filter
Click Show Filters below the map and use Filter by Tags to show only leads with the tag you care about. Combined with Search and Date Added Range, this is how you build a focused list (for example, "every Investor tagged in the last 30 days") before exporting.