> ## Documentation Index
> Fetch the complete documentation index at: https://docs.leadscoutapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Tags: organize and filter your prospects

> Create free-form tags to categorize prospects by any label you choose, apply them in the field, and quickly filter your pipeline by tag on the map.

Tags are free-form labels you attach to prospects to group them in ways that go beyond a single status. A lead status tells you where a prospect is in your sales process; a tag tells you something about the prospect itself. You might tag houses as `Solar Panel Present`, `Pool`, `Dog`, or `Gated` — anything your team needs to know or filter on later. Tags have an optional color, can be created by users with the right permissions, and are applied directly to prospects from the prospect detail screen. Manage your tag library from **Settings → Tags**.

## Create a tag

<Note>
  Creating and editing tags requires the **Can manage tags** permission. Owners always have this permission. Admins and reps need it granted explicitly by an owner or admin.
</Note>

<Steps>
  <Step title="Open Tags settings">
    Go to **Settings → Tags**.
  </Step>

  <Step title="Click Add tag">
    Click **Add tag**.
  </Step>

  <Step title="Enter a label">
    Type the tag name. Tag names are displayed as-is on prospects and in filter menus, so use the same capitalization and wording your team will recognize.
  </Step>

  <Step title="Choose a color (optional)">
    Select a color for the tag. The color appears on the tag chip wherever it's displayed, making tags visually easy to spot in a long prospect list.
  </Step>

  <Step title="Save">
    Click **Save**. The tag is now available to apply to any prospect.
  </Step>
</Steps>

## Edit a tag

<Steps>
  <Step title="Find the tag">
    Go to **Settings → Tags** and locate the tag you want to update.
  </Step>

  <Step title="Open it">
    Click the edit icon next to the tag.
  </Step>

  <Step title="Update the label or color">
    Change the name, color, or both. All prospects already carrying this tag will immediately reflect the updated name and color.
  </Step>

  <Step title="Save">
    Click **Save** to apply your changes.
  </Step>
</Steps>

## Delete a tag

<Steps>
  <Step title="Find the tag">
    Go to **Settings → Tags** and locate the tag you want to remove.
  </Step>

  <Step title="Delete it">
    Click the edit icon, then select **Delete**. Confirm when prompted.
  </Step>
</Steps>

<Warning>
  Deleting a tag removes it from the tag library and from every prospect it was applied to. This action cannot be undone.
</Warning>

## Apply tags to a prospect

Tags are applied from the prospect's detail screen, not from Settings.

<Steps>
  <Step title="Open the prospect">
    Tap or click a prospect pin on the map, or find the prospect in your list, to open their detail panel.
  </Step>

  <Step title="Add a tag">
    In the prospect detail panel, find the **Tags** field and select one or more tags from the dropdown. Tags are saved automatically.
  </Step>
</Steps>

## Filter prospects by tag

Once your prospects are tagged, you can narrow the map and list views to show only prospects with a specific tag.

<Steps>
  <Step title="Open the filter panel">
    On the map or list view, open the **Filters** menu.
  </Step>

  <Step title="Select a tag">
    Choose one or more tags from the tag filter. The map and list update immediately to show only matching prospects.
  </Step>

  <Step title="Clear the filter">
    To remove the filter, open Filters again and deselect the tags, or click **Clear filters**.
  </Step>
</Steps>

<Tip>
  Combine tag filters with status filters to build precise views — for example, all prospects tagged `Solar Panel Present` whose status is `Callback`.
</Tip>