# How to organize contacts with tags — Stacks CRM Features

> Label and segment your contacts with color-coded tags in Stacks. Create a tag once, then apply it to any contact — one at a time or to hundreds at once. Free on every plan.

Markdown version of https://stackscrm.com/features/organize-contacts-with-tags — append `.md` to any page URL on this site (homepage: https://stackscrm.com/index.md). Index: https://stackscrm.com/llms.txt · Full site in one file: https://stackscrm.com/llms-full.txt

---

#### Getting started

- [Create your account](https://stackscrm.com/features/create-account-set-up-workspace)
- [Invite your team](https://stackscrm.com/features/invite-team-set-roles)
- [Your dashboard, explained](https://stackscrm.com/features/dashboard-tour)

#### CRM

- [Import your contacts](https://stackscrm.com/features/import-contacts)
- [Add a contact](https://stackscrm.com/features/add-contact)
- [Organize with tags](https://stackscrm.com/features/organize-contacts-with-tags)
- [Manage your pipeline](https://stackscrm.com/features/manage-sales-pipeline)
- [Add custom fields](https://stackscrm.com/features/add-custom-fields-to-contacts)
- [Capture leads with a form](https://stackscrm.com/features/capture-leads-web-form)
- [Export your contacts](https://stackscrm.com/features/export-contacts)

#### Email marketing

- [Send a campaign](https://stackscrm.com/features/send-email-campaign)
- [Set up a drip sequence](https://stackscrm.com/features/email-drip-sequence)
- [Grow your list](https://stackscrm.com/features/grow-email-list-opt-in-forms)

#### Reviews

- [Request a review](https://stackscrm.com/features/request-customer-reviews)
- [Reply to reviews](https://stackscrm.com/features/reply-to-reviews-with-ai)
- [Add the reviews widget](https://stackscrm.com/features/add-reviews-widget)

#### Invoicing

- [Create an invoice](https://stackscrm.com/features/create-and-send-invoice)
- [Send an estimate](https://stackscrm.com/features/send-estimate-quote)
- [Get paid online](https://stackscrm.com/features/payment-links)
- [Recurring invoices](https://stackscrm.com/features/set-up-recurring-invoices)
- [Expenses & profit](https://stackscrm.com/features/track-expenses-and-profit)
- [Projects & billable time](https://stackscrm.com/features/bill-project-time)
- [Ask AI about your numbers](https://stackscrm.com/features/ask-ai-financial-questions)

#### Scheduling

- [Set your availability](https://stackscrm.com/features/set-availability-take-bookings)
- [Create an appointment type](https://stackscrm.com/features/create-appointment-type)
- [Share your booking link](https://stackscrm.com/features/share-embed-booking-link)

#### Support

- [Manage support tickets](https://stackscrm.com/features/manage-support-tickets)

#### Tasks & time

- [Create & manage tasks](https://stackscrm.com/features/create-manage-tasks)
- [Track & bill time](https://stackscrm.com/features/track-and-bill-time)

#### AI & automation

- [Turn on AI](https://stackscrm.com/features/turn-on-ai)
- [Build an automation](https://stackscrm.com/features/build-an-automation)

#### Connecting your tools

- [Connect Stripe](https://stackscrm.com/features/connect-stripe-payments)
- [Connect email provider](https://stackscrm.com/features/connect-email-provider)
- [Connect Twilio (SMS)](https://stackscrm.com/features/connect-twilio-sms)
- [Google Business Profile](https://stackscrm.com/features/connect-google-business-profile)
- [Email deliverability](https://stackscrm.com/features/email-deliverability-spf-dkim-dmarc)

#### Workspace and additional guides

- [Review agent approvals](https://stackscrm.com/features/review-agent-approvals)
- [Manage companies](https://stackscrm.com/features/manage-companies)
- [Import from another CRM](https://stackscrm.com/features/import-crm-records)
- [Manage email templates](https://stackscrm.com/features/manage-email-templates)
- [Manage appointments](https://stackscrm.com/features/manage-appointments)
- [Set up standing appointments](https://stackscrm.com/features/recurring-appointments)
- [Review feedback reports](https://stackscrm.com/features/review-feedback-reports)
- [Create review story images](https://stackscrm.com/features/manage-review-stories)
- [Configure customer reviews](https://stackscrm.com/features/configure-reviews)
- [Manage workspace settings](https://stackscrm.com/features/workspace-settings)
- [Manage the product catalog](https://stackscrm.com/features/manage-products)
- [Configure email alerts](https://stackscrm.com/features/configure-email-alerts)
- [Use API keys and MCP](https://stackscrm.com/features/api-and-mcp-access)
- [Read API activity](https://stackscrm.com/features/api-activity)
- [Connect incoming lead webhooks](https://stackscrm.com/features/connect-lead-webhooks)
- [Manage billing and AI credits](https://stackscrm.com/features/manage-billing-and-credits)
- [Read workspace activity](https://stackscrm.com/features/workspace-activity)
- [Request help from Stacks](https://stackscrm.com/features/request-platform-help)
- [Triage platform requests](https://stackscrm.com/features/platform-request-triage)

[Features](https://stackscrm.com/features) › [CRM](https://stackscrm.com/features#crm) › **Organize contacts with tags**

# How to organize contacts with tags in Stacks

CRM · about 3 min · updated Aug 2026

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).

🏷️

**Tags are free.** Creating tags, color-coding them, applying them to contacts, and bulk-tagging are all included on every plan — there's nothing to upgrade for.

## 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

Do I have to create a tag before I can use it?

Yes. Tags live in **Settings → Tags**, and only tags you've created show up in the picker on a contact. If the picker is empty, use the **Manage tags** link to add your first one.

What happens to my contacts if I delete a tag?

Deleting a tag removes the tag *definition*, but contacts that already carry it keep the label — it just loses its saved color. Recreate a tag with the same name to bring the color back.

Can I tag a lot of contacts at once?

Yes. On the Contacts list, tick the ones you want, choose **Add tag** from the **Bulk action** menu, pick the tag, and apply — it goes on everyone you selected.

Was this helpful?

## Related articles

[Import your contacts →](https://stackscrm.com/features/import-contacts) [Add a contact manually →](https://stackscrm.com/features/add-contact) [Export your contacts →](https://stackscrm.com/features/export-contacts) [Set up custom fields →](https://stackscrm.com/features/add-custom-fields-to-contacts)

### Ready to get your contacts organized?

Core business tools, unlimited users, free forever.

[Start free →](https://stackscrm.com/register)

[Explore more features →](https://stackscrm.com/features)