Categories and lifecycle stages sort your contacts into fixed buckets. Tags are for everything those buckets can't express — the ad-hoc groupings that are specific to how your team works: ICSC 2026, Priority, Trade show, Q2 outreach.

A tag is a real, shared label, not free text. Every tag belongs to your whole organization, has one canonical spelling, and carries a color. Tag a set of contacts and that set becomes something you can filter on, act on in bulk, and hand to the AI assistant by name.

Tags currently apply to contacts — tagging for companies, deals, and tasks isn't available yet.

Applying tags to a contact

Open any contact and find the Tags section. Existing tags show as colored chips; the search box adds more. Start typing and Aggrandize autocompletes over your organization's tags — and if the tag doesn't exist yet, you can create it right there, inline.

Picking an existing tag applies it. Choosing Create makes a new org tag and applies it in one step. Remove a tag from a contact with the × on its chip — that just unlinks it from this contact; the tag itself stays.

Tagging in bulk

You rarely tag contacts one at a time. Two faster paths:

• On the contacts list, tick the contacts you want, then use the Add tag bulk action to apply a tag to all of them at once.
• On import, the Data Import wizard can tag every contact in the file as it loads them. This is the way to label a few thousand contacts — a whole conference list becomes a single tagged group with no manual selection.

Filtering by tag

Tagged contacts are only useful if you can find them again. Colored tag chips appear on contact rows, and the contacts list has a dedicated tag filter — a multi-select that narrows the list to the tags you choose.

The filter is an any-of match: select ICSC 2026 and Priority and you see contacts carrying either tag. It combines with the other contact filters (category, owner, company), so "Priority-tagged Clients owned by me" is a normal thing to ask the list for.

Managing tags

Because a tag is shared org-wide, it needs a home for housekeeping. Open Settings → Tags.

Every tag is listed with how many contacts carry it. From here you can:

• Rename a tag — the new name applies everywhere at once.
• Change its color.
• Merge two tags — when ICSC and ICSC 2026 are really the same group, merge moves every contact onto one tag and removes the other.
• Delete a tag — it's removed from every contact that had it.

The contact counts are relative to what you can see: if your access is scoped to a team, a tag's count reflects the contacts in your reach. Owners and Admins see organization-wide totals.

Who can do what

Tags follow the low-friction pattern most CRMs use:

Anyone can create and apply tags — that's how a useful vocabulary grows. But rename, merge, and delete change the tag for everyone, so they're reserved for Owners and Admins. The Settings → Tags page is visible to all members; the curate actions are simply disabled if you don't have the role.

Tags and the AI assistant

A tag is also a word the AI assistant understands. Once a group is tagged, you can say "draft a follow-up task for everyone on the ICSC 2026 list" or "how many Priority contacts have no recent activity?" and the assistant resolves the tag to exactly that set of contacts.

This is the real payoff of tagging an import: a raw list of 4,000 contacts becomes a named group you can point the assistant at — without ever scrolling the contacts table.