How to organize contacts with tags in Stacks

Tags are color-coded labels you stick on contacts — VIP, Hot lead, Newsletter, Past client — so you can spot and group people at a glance. In Stacks you create a tag once, then apply it to any contact, one at a time or to a whole batch at once. It's free on every plan.

Before you start

• Tags are created once in Settings, then reused everywhere. You pick a tag from a list on the contact — you don't type a brand-new tag directly on the contact form.
• Creating, renaming or deleting tags needs an admin or manager role. Applying a tag to a contact needs permission to edit contacts — admins, managers and team members have it (only view-only users don't).
• A tag name can be up to 50 characters and gets a color you choose.

Step by step

1. Create your tags. Go to Settings → Tags and click + Add Tag. Give the tag a name (like VIP or Hot Lead), pick a color with the color swatch, and hit Save. Repeat for each label you want. Tag names are unique, so Stacks won't let you create two with the same name.
2. Open a contact. Go to Contacts in the left menu and open the person you want to label — or click + Add Contact to create a new one.
3. Choose tags. Scroll to the Tags section on the contact. Your tags appear as clickable chips — click one to apply it, click it again to remove it. Need a tag that isn't there yet? Use the Manage tags link to add it in Settings first.
4. Save the contact. Click Save. The tags now show up as colored badges on the contact, using the color you picked, everywhere that contact appears.
5. Tag contacts in bulk (optional). On the Contacts list, tick the checkboxes next to several people, choose Add tag from the Bulk action menu, pick a tag, and apply. Stacks adds that tag to everyone selected in one pass (and skips anyone who already has it).

Good to know

• Colors travel with the tag. The color you choose shows as a dot on the badge wherever the contact is displayed, so your segments are easy to scan.
• No duplicate names. Tag names are unique per account — Stacks blocks a second VIP so your list stays clean.
• Deleting a tag is safe. Removing a tag in Settings deletes the tag definition, but it doesn't strip the label off contacts that already have it — those keep the text (it just loses the saved color until you recreate a tag with that name).
• Tags aren't just for contacts. The same tag picker appears on the company form, so you can label organizations too.
• Bulk tagging only adds. The bulk action adds a tag to your selection — it never removes tags. To take a tag off one contact, open them and click the tag chip off.

Frequently asked