Tags are a universal, color-coded labeling system you can apply across leads, deals, contacts, and other CRM records to group and filter them however you like.
How to Open Tag Settings #
Go to Hive CRM → Settings → Tags.
Add a Tag #
- Enter a tag name.
- Choose a color.
- Click Add Tag.
Tag Formatting #
Under Tag Settings, you can configure:
- Default Color — the color pre-selected when creating a new tag.
- Case Transform — automatically format tag names as-is, lowercase, UPPERCASE, or Title Case.
- Allow Inline Creation — lets staff create a new tag on the fly from within a record’s tag field, instead of requiring tags to be pre-created here.
- Auto-Tag Leads — automatically apply a default tag to every new lead.
Apply Tags to a Record #
Open any taggable record (a lead, deal, contact, project, and more) and add tags from its detail page. If inline creation is enabled, you can type a new tag name directly there.
Filter by Tag #
Most list views (for example Leads) let you filter by tag, making tags a useful way to build cross-cutting groupings that don’t fit neatly into a single status or category field.
