What it is

A short label on a contact — vip, needs-quote, no-show. Informal in the way businesses actually work, and the most common way automation is triggered.

Why use it

Because it is faster than filling in a form. Tagging somebody needs-quote can start a chase sequence without you configuring anything else.

Example

A salon tags a client no-show. That tag starts a short sequence offering to rebook, and raises a task for reception to ring them.

Steps

1. Open a contact.
2. Type a tag in the Tags card and press Add.
3. Remove one with the small cross beside it.

Terms

Tag rule

A setting that says "when this tag is added, do that" — enrol a sequence, set a status, raise a task.

What happens next

Tags are matched loosely on purpose: VIP, vip and V.I.P. are treated as one tag. That is what stops a rule you wrote months ago from quietly failing because a colleague typed it differently.

Common problems

I added a tag and nothing happened.

A tag only does something if a rule or a workflow is listening for it. Adding one is not automatic on its own.

The same tag was added twice and nothing fired the second time.

Correct, and deliberate. Only real changes fire rules — otherwise a nightly sync would re-enrol everybody every night.