Tags for Organization
Tags are your best friend when it comes to keeping leads organized. You can:
Create unlimited tags for prospects and conversations
Customize tags with colors for quick visual cues
Group leads by source, priority, interest level, or anything that fits your strategy
To manage tags, go to Settings → Tags to create, edit, or delete them. Think of tags like sticky notes—but digital and way more powerful.
Custom Fields Setup
Default fields don’t always cover every detail your business needs. That’s why we have custom fields:
Track things like Lead Source, Interest Level, or Campaign Tag
Customize statuses for your pipeline stages via Settings → Statuses
Custom fields let you capture exactly the info you need, so segmentation and reporting are easier than ever.
Bio Filtering with Database Search
Want to target leads by role, interest, or keyword? Our Bio → Contains filter in the 1.5 billion+ profile database lets you:
Search for keywords in bios, like “investor” or “content creator”
Quickly find relevant leads that match your targeting criteria
Note: Bio filtering works only with database profiles—not imported leads.
Segmentation Best Practices
Breaking your leads into meaningful segments is key to higher response rates. Try segmenting by:
Interest or behavior
Engagement level
Role or industry
Once segmented, personalize your messaging, tone, and offers for each group. Segmentation + personalization = a huge boost in engagement.
Export Filtering
Need to export just a subset of leads? Don’t export everything at once! You can filter by:
Date
Status
Tag
Source
Custom field
This makes reporting and follow-up campaigns faster and more accurate.
Why It Matters
Using tags, custom fields, and filters lets you stay organized, target smarter, and personalize at scale. Instead of sending generic messages to everyone, you can deliver the right message to the right person at the right time.
Need Assistance?
If you have questions about tagging, custom fields, bio filtering, or segmenting your leads, our support team is always happy to help. Reach out anytime—we’ve got you covered!