Tags & Segments

Tags are flexible labels you apply to leads. Segments are saved filter views on the Leads page — personal or shared with your org — so you can return to a slice of the pipeline in one click.

Together they help reps and managers organize leads beyond campaign and score alone.

What tags are

Tags are org-scoped labels stored once per organization (unique name, case-insensitive) and attached to leads via a many-to-many relationship.

Each tag has:

• Name — e.g. “Enterprise”, “Event – SaaStr”, “Needs legal review”
• Color — visual badge on the lead and in filters

Tags do not change lead status or ownership by themselves. They are for classification and filtering.

What segments are

A segment saves the current Leads filter state as a named view. Segments store a JSON snapshot of filter parameters:

• Search text
• Campaign
• Project type
• Sales stage
• Reachable (timezone) filter
• Owner
• Tag

Segments can be shared (visible to the whole org) or private (only you). Only the creator can edit or delete a segment.

Who uses it

Add or remove tags on a lead

On the lead detail page:

1. Find the Tags editor in the lead header area.
2. Click to open the tag picker.
3. Select an existing tag, or type a new name and create it inline.
4. Click × on a tag badge to remove it from the lead.

Creating a tag on one lead makes it available org-wide for other leads and filters.

Filter leads by tag

On the Leads page:

1. Open the Tag dropdown in the filter bar.
2. Select a tag.

Only leads with that tag appear. Combine with Owner, Stage, Campaign, and other filters as needed.

Bulk tag from the Leads table

1. Go to Leads.
2. Select one or more leads with the row checkboxes.
3. In the bulk action bar, choose Add tag….
4. Pick the tag to apply.

Bulk tagging is idempotent — leads that already have the tag are skipped without error. An activity is not required for tags; the update is immediate.

Save a segment (saved view)

1. Go to Leads and set the filters you want (campaign, stage, owner, tag, reachable, search, etc.).
2. In the Saved views bar below the filters, click Save current filters.
3. Enter a name (e.g. “Enterprise – my queue”).
4. Choose Shared with team or keep it private.
5. Click Save.

Your segment appears as a pill in the Saved views bar. Click it to re-apply those filters anytime.

Manage segments

• Apply — click the segment name.
• Delete — click × on segments you created (private or shared).

You cannot delete another teammate’s shared segment unless you created it.

Step-by-step: team playbook segment

Example: shared view for high-fit leads ready to call now.

1. Filter Stage → qualified (or your team’s active stage).
2. Filter Tag → Call list.
3. Set Reachable → Reachable now (business hours in lead timezone).
4. Save as shared segment “Call list – reachable”.

Share the segment name in stand-up so everyone uses the same definition.

Step-by-step: tag after an event

1. Bulk-select leads from the event campaign.
2. Add tag… → Event – Q2 Webinar.
3. Save a segment with Campaign + that Tag for follow-up outreach.

Tips

• Keep tag names short and consistent — “Enterprise” beats “ent / big co”.
• Prefer shared segments for team views — private segments are fine for personal experiments.
• Segments capture filter state, not row selection — they do not remember which leads you checked.
• Combine tags with ownership — filter My leads + tag for a personal prioritized list.
• Tags appear in segment filters — saving a view with a tag filter preserves that tag in the segment.

Related articles

• Managing Leads — table, search, and all filter options
• Lead Ownership — owner filter and bulk assign
• My Work — personal queue separate from saved views