Tags are a way for you to categorize content with simple keywords. The usefulness in tags is apparent when you need to search your data for commonality. In this way, tags are like “traits”, and you can find related content with the same “trait”.
For example, let’s say you have the following three contacts with the associated tags:
If you were to do a search for all contacts tagged “Loyal”, you would get Barb and Ashur. “VIP” tagged contacts would give you Barb and Ben, and the contact who has both tags would be Barb.
Furthermore, tags are not restricted to just contacts. You can tag almost anything within Method: activities, opportunities, transactions, to name a few.
Whenever you are editing a record, whether it be a contact, a transaction, or an activity, the tag field is an editable text box where you can type in a tag.
One final thing, tags are auto-saved. As soon as you add or delete a tag to a record, it is applied immediately. You do not need to save the record to confirm the addition or removal of a tag.
By clicking on the Manage Tags link in the menu of the tags dropdown, the right panel opens up with a list of the existing tags.
Hovering over each tag will show three icons which will allow you to rename, merge and delete respectively. Note that the colored square is also clickable!