TormanoTags are quick labels you can attach to any record. Use them when a full custom field would be overkill.
Manual tags
Add tags on any contact, deal, or donation. Type to find an existing tag or create a new one as you go. A record’s tags are listed under Tags on the record.
Find people by tag
In the Contacts list, open Filter by tag next to the stage filter, tick one or more tags, and the list shows everyone who has at least one of them. Each row shows up to three of its tags, then a count such as +2 for the rest. Choose Clear tag filter to see everyone again. A role that cannot see tags does not get the filter or the tags on the rows.
Bulk tagging
In the Contacts list, select multiple rows and use the Tag bulk action to add a tag across all of them at once. The bulk action respects field permissions.
Apply a tag by lifecycle stage
You can tag every contact at a given lifecycle stage in one go. Set it up under Settings > Tags: name the tag and pick the stage that should carry it, such as a Lapsed tag for every contact in the Lapsed stage. Lifecycle stage is the only thing you can match on.
This is a one-click bulk apply, not a live rule, so run it again after a batch of stage changes.
Tag management
Settings > Tags lists every tag in your organization and how often it is used. Merge duplicates, delete unused ones, or rename one. Renaming or merging a tag updates every record that uses it.