Tags and notes are how you keep contacts organized and remember the things that matter. Tags help you group and filter; notes hold the details.
Add a tag
- Open a contact and go to the Details tab.
- In the Tags section, type a tag and add it. Cloziq suggests tags you have used before, so they stay consistent.
- Remove a tag any time with the small x on it.
Once contacts are tagged, you can filter your whole list by tag, or bulk-tag a filtered group in one go.
Add a note
- In the Notes section, click Add Note.
- Write your note and save it.
Each note records who wrote it and when, so there is always context. Notes are great for the things an agent would not capture, like "met at the retreat" or "wants the team plan in January."
A note on active conversations
While a contact is in an active conversation, tags and lead info are locked so nothing changes mid-chat. You can still add notes any time.
Tips
- Keep a small, consistent set of tags rather than many one-off ones. Tags are most useful when they group people.
- Use notes for the human context. Use tags for the buckets you want to filter by later.