Skip to content

Tags ​

The Tags page displays all labels configured in Zoho CRM to categorize your records.

Displayed Data ​

ColumnDescription
NameTag label
ModuleCRM module the tag belongs to
ColorIdentification color (if configured in Zoho)
Usage CountNumber of records with this tag

Using Tags ​

Tags allow you to quickly segment and filter your records in Zoho CRM. They are especially useful for grouping contacts, leads, or deals based on custom criteria not covered by standard fields.

Filters ​

  • Filter by CRM module
  • Search by tag name

Managing Tags ​

Tags are created and managed directly in Zoho CRM. The dashboard displays tags in read-only mode.