🏷️ Tags & notes

Future you will probably forget why this person mattered. After all, a short pencil is better than a long memory. In TalkToHumans, tags let you categorize a contact or company, while notes preserve the useful detail behind it. Together, they give you a lightweight CRM layer you can use across your connections and leads.

​

Use tags for context at a glance

Tags are useful for anything you need to recognize quickly:

• A pipeline stage, such as Hot lead or Customer
• A relationship type, such as Friend, Partner, or Candidate
• A topic, market, or customer segment
• An owner, if several teammates share an inbox

​

Add tags to a contact

Open a conversation or contact, then click Add tags in the header or contact sidebar: You can also press L to open the tag selector without leaving the keyboard. From there:

1. Select an existing tag to add or remove it.
2. Type a new name and press Enter to create a tag.
3. Add as many tags as you need.

Tags are attached to the contact, not to one particular conversation. When you create a new contact tag, TalkToHumans also creates a dedicated inbox for it. Every conversation with a contact carrying that tag appears there: See Inboxes for more ways to turn tags into focused workflows.

​

Tag a company

Open the Company tab in the right sidebar, then click Add tags. You can also press Shift + L to open the company tag selector. Contact and company tags are kept separate. A Customer tag for contacts and a Customer tag for companies are two different tags, so you can organize each list without mixing them together.

​

Edit or delete a tag

Open the tag selector and click the menu beside a tag. You can:

• Change its name or color
• Delete it
• Drag tags into the order you prefer

​

Add tags to several contacts at once

From an inbox or contact view, select several rows and click Add tags in the bulk-action bar.

​

Create notes

Useful notes might include:

• How you met
• Why they fit your ICP
• Who introduced you
• What they care about
• A constraint mentioned during a call
• The next step you agreed on

Open the contact or company in the right sidebar and find the Notes section:

​

Add context directly from LinkedIn

When you visit someone’s LinkedIn profile, the TalkToHumans panel shows their tags and notes beside the profile. From there, you can:

• Import the person into TalkToHumans if they are not there yet
• Edit tags
• Edit notes
• Find email or phone