Help & Support
Find answers to your questions and learn how to get the most out of FireApp CRM.
Managing Tags
What Are Tags?
Tags are labels you can assign to prospects to help organize and categorize them. Think of tags as colored sticky notes that make it easy to group prospects by any criteria that matters to your business.
Why Use Tags?
- Quick Visual Recognition: Instantly see prospect categories with color-coded tags
- Better Organization: Group prospects by industry, priority, source, or any custom criteria
- Efficient Filtering: Quickly find specific groups of prospects using tag filters
- Team Coordination: Share a common categorization system across your team
- Workflow Automation: Use tags to trigger specific follow-up sequences or actions
Creating and Managing Tags
How to Create Tags
- Navigate to the Tags page from the main menu
- Click the "Add Tag" button
- Enter a descriptive name for your tag
- Choose a color that represents the tag's purpose
- Save the tag
Quick Add from Examples
The Tags page includes pre-configured tag examples organized by category. Simply click on any example to instantly add it to your tag library.
💡 Pro tip: Start with the example tags that match your workflow, then customize them or create additional tags as needed.
Tag Categories & Examples
🎯 Sales & Lead Management
- • Hot Lead, Warm Lead, Cold Lead
- • Enterprise, SMB, Startup
- • VIP Customer, Referral
- • Decision Maker, Influencer
🏢 Industry & Segments
- • Technology, Healthcare, Finance
- • Manufacturing, Retail, Education
- • SaaS, E-commerce, Consulting
- • Fortune 500, Mid-market, SMB
⚡ Priority & Status
- • Urgent, High Priority, Low Priority
- • Follow Up, Qualified, Unqualified
- • On Hold, Waiting Response
- • Ready to Close, Needs Nurturing
📍 Lead Source
- • Website, LinkedIn, Cold Outreach
- • Referral, Trade Show, Webinar
- • Social Media, Content Marketing
- • Partner Referral, Inbound Call
Using Tags with Prospects
Adding Tags to Prospects
- When creating a new prospect, select relevant tags in the tag field
- Edit existing prospects to add or remove tags
- Use bulk actions to apply tags to multiple prospects at once
- Import prospects with tags using the LinkedIn extension
Filtering by Tags
- Use the filter panel on the Prospects page to filter by specific tags
- Combine tag filters with other filters (pipeline stage, sequence, etc.)
- Save frequently used filter combinations for quick access
- Create focused prospect lists for targeted outreach campaigns
Best Practices
✨ Naming Conventions
- • Keep tag names short and descriptive
- • Use consistent terminology across your team
- • Avoid special characters or overly complex names
- • Use title case for professional appearance
🎨 Color Strategy
- • Use green for positive statuses (qualified, hot leads)
- • Use red for urgent or high-priority items
- • Use blue for industry or category classifications
- • Use consistent colors for related tag groups
🏗️ Organization Tips
- • Limit the number of tags per prospect (3-5 maximum)
- • Regularly review and clean up unused tags
- • Create tag categories for different purposes
- • Train your team on tag usage guidelines
🚀 Advanced Usage
- • Use tags to segment prospects for email campaigns
- • Create tags for different sales methodologies
- • Tag prospects based on their buying stage
- • Use tags to track competitor mentions
📊 Tag Analytics
Monitor how your tags are performing by tracking prospect conversion rates by tag. This helps you identify which lead sources, industries, or priority levels are most successful.
💡 Coming Soon: Advanced tag analytics and reporting features will be available in a future update.