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Tag and organize contacts

Use tags to label, group, and segment your contacts so filters, smart lists, and routing stay organized.

Open in SAMI OS

Tags are free-form labels you attach to a contact to capture anything your stage and type fields don't — like "sphere", "open house", "past client", or a specific campaign. Once tags are in place, they power the filters and smart lists you use every day.

How tags work

A tag is just a short label on a contact record, and a contact can carry as many as you need. Tags are shared across your whole org: every tag anyone has used becomes a suggestion the next time someone types, so the team converges on a consistent vocabulary instead of inventing five spellings of the same thing.

When you start typing in a tag field, SAMI surfaces matching existing tags in a dropdown. Pick one to reuse it, or finish typing a brand-new label and press Enter (or a comma) to create it. Tags you've already applied won't show up again, and duplicates are merged automatically.

Keep tags lowercase and consistent — "buyer" and "Buyer" read as two different labels. Reusing the suggestions that appear as you type is the easiest way to avoid near-duplicates.

Add tags to a contact

  1. Open the contact

    Go to Contacts and open the record you want to label.

  2. Find the tags field

    Locate the tags field on the contact and click into it. Existing tags appear as removable pills.

  3. Type or pick a tag

    Start typing. Choose a matching suggestion from the dropdown, or type a new label and press Enter or , to add it.

  4. Remove a tag if needed

    Click the x on any pill to remove it, or press Backspace in an empty field to drop the last tag.

Apply tags during a CSV import

You don't have to tag contacts one at a time. When you bring in a list, you can stamp the whole batch with the same tags as a default.

  1. Start an import

    Head to Settings → Imports and drop in your CSV file.

  2. Review and set defaults

    Open the review window, map your columns, then find the Defaults section.

  3. Enter your tags

    In the Tags field, type the labels you want on every imported contact, separated by commas (for example, sphere, open house).

  4. Import

    Run the import. Every new contact lands in Contacts already carrying those tags.

Import defaults apply the same tags to the entire batch. If a contact already exists, its tags are merged — nothing you've already set gets overwritten.

Segment contacts with the Tags filter

Tags become powerful the moment you filter on them. In Contacts, add a filter, choose the Tags field, and pick an operator:

  • is any of — match contacts that carry at least one of the tags you select (for example, "buyer" or "investor").
  • is not any of — exclude contacts with those tags.
  • is present / is not present — find contacts that have any tag at all, or none.

Combine the Tags filter with stage, source, or assigned user to build precise segments. Save that segment as a smart list from Saved Searches so it stays one click away, or use the same tags as conditions when you enroll contacts into Workflows for routing and follow-up.

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Last updated 2026-06-21

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