Tag Management
Flexible lead tagging with custom categories, color-coded labels, bulk operations, and tag-based filtering.
Tag management categorizes leads with custom tags, color-coded labels, and bulk operations, supporting lead segmentation and campaign targeting.
How it works
Tags are managed through the CustomLookup system, which lets you create custom categories and assign color coding for visual recognition. You can apply, remove, or modify tags in bulk across many leads at once. Tags support hierarchical parent and child structures, integrate with the filtering system for segmentation, and can be exported for external analysis. Tags stay synchronized across all Lio modules.
Key capabilities
- Unlimited custom tags via the CustomLookup system.
- Color-coded labels with 12 color options.
- Bulk assign, remove, and modify operations across thousands of leads.
- Tag-based filtering and search integrated with advanced filters.
- Hierarchical tag structures with parent and child relationships.
- Cross-module tag synchronization.
- Role-based administrative controls and tag usage analytics.
- Export and API coordination for external systems.
Tips
Standardize tag categories and colors across the team so segmentation stays consistent. Use bulk operations to apply a new category to an existing segment in one step.