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Tags are labels you attach to leads for categorization and filtering. Use them for: lead source (Facebook Group, Post Comment, Cold DM), interest area (Coaching, Course, Service), temperature (Hot, Warm, Cold), and any custom categories. Keep tags consistent - decide on naming conventions early.

Most leads work well with 2-5 tags covering: source (where they came from), interest (what they want), and temperature (how ready they are). Too few tags and you lack filtering power; too many and the system becomes cluttered. Focus on tags you will actually filter by.

Pipeline stages show where a lead is in your sales process (New Lead, Qualified, Proposal Sent, Won). Tags describe attributes that do not change with sales progress (source, interest area, industry). A lead moves through stages but keeps their tags. Learn pipeline setup at /guide/pipeline-setup.

Start simple with these categories: Temperature (Hot, Warm, Cold), Source (Group Name, DM, Comment, Referral), and Interest (your main offerings). Add more specific tags as patterns emerge. You can always add tags later - starting with too many creates confusion.

In the MyFBleads dashboard, use the filter dropdown to select one or more tags. The list updates to show only matching leads. Combine tag filters with pipeline stage filters to find exactly who you need - like all Hot leads in the Qualified stage.

Yes. Select multiple leads using checkboxes, then choose "Add Tag" from the bulk actions menu. This is useful when you capture many leads from the same source or want to mark a group for a specific campaign.

Color coding helps visual scanning. Common approach: Red for Hot leads, Yellow for Warm, Blue for Cold. Or use colors by category: Green for source tags, Purple for interest tags. Pick a system that makes sense to you and stick with it.

Periodically review your tag list in Settings. Remove tags you no longer use or merge similar tags. Before deleting, check how many leads have that tag - you may want to re-tag them first. Clean taxonomy improves filter accuracy.

Notes capture context that tags cannot: conversation highlights, personal details they shared, objections raised, promises made. Good note: "Mentioned budget is tight until Q2, has 3 team members, interested in group coaching option." This context fuels personalized follow-ups.

When you connect MyFBleads to HighLevel, tags sync automatically. A lead tagged "Hot" and "Coaching" in MyFBleads appears with those same tags in HighLevel. This lets you trigger automations based on tags set during lead capture.