➡️ New to the Company Profile? Learn how it works.
How to Add or Manage Tags
Tags can be managed via the Company Profile side panel:
Go to any company’s profile in Dealfront.
Click “Add tag” in the side panel.
In the tag menu, click “Manage all tags” to open the full tag management view.
From here, you can:
Search or create new tags
Edit tag names
Change tag colors
Delete tags
Please note: All users can manage (create, edit, delete) tags. Tag permissions will be introduced in future releases.
Editing Tags
You can edit tag names or colors anytime. To edit, hover over the tag and select the pencil icon.
To change the color of the tag please select the color circle shown and a menu of colors will appear for you to choose from.
Changes are reflected instantly across all companies using that tag platform-wide, including in exports and automations.
Deleting Tags
To delete a tag, hover over the tag and select the trash icon. When a tag is deleted it will be removed instantly across all companies where it was applied.
Important: Tags are permanently deleted and cannot be recovered.
Assigning Tags to Companies
You can assign or remove tags directly from a company’s profile sidebar. To assign a tag you will click the ‘Add tag +’ button, select the tag(s) and then select ‘apply’.
To remove a tag you click the “x” next to the tag's name in the Company Profile.
Tags apply at the company level, not to individual leads. This ensures all leads connected to the same company share the same tags.
Where Tags Appear in Dealfront
Feature | Tag Behavior |
Leadfeeder | Tags are shown based on the associated company (or its group).
|
Lists App | Tags appear in the company profile sidebar. Filter by tag support is planned.
|
Target | Tags appear in the company profile sidebar. Search result tagging is planned.
|
Custom Feeds | Filter by tag for any company in the same group.
|
Automation
| Tags can be automatically assigned to companies based on feed logic.
|
Export | Tags are included when exporting company or lead data.
|
Promote | Tags appear in the company sidebar.
|
Browser Extensions / DataCare | Tags are not yet supported in these areas. Future improvements may follow.
|
Need more help?
Check our Academy Videos, contact us via support@dealfront.com or use the live chat. We're happy to guide you!
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