---
title: Tags
description: "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."
url: "https://hiveplugins.com/docs/tags/"
updated: "2026-09-27"
category: HiveCRM
---

# Tags

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

1. Enter a tag name.
2. Choose a color.
3. 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](leads-overview.md)) 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.

## Related Documentation

- [Custom Fields](custom-fields.md)