Tags & segments

Tags are a Pro and Agency feature for organizing leads into groups you define, so you can filter, follow up, or automate based on more than just which file they downloaded.

Applying tags

Tags can be applied manually from a lead’s detail view, or automatically through an automation rule, for example, tagging every lead who downloads a specific file, or every lead whose score crosses a threshold.

Using segments

Filter the Leads list by one or more tags to build a segment on the fly, useful for exporting a targeted CSV or reviewing a specific group before a manual outreach push.