---
title: Organise contacts with tags in Infinity3
description: "Use tags to label contacts and make useful groups easier to find, such as customers interested in a particular service. #### Before you start You’ll need access to **Contacts** and permission to edit records. Use your team’s agreed tags so everyone…"
url: "https://www.infinity3.co.uk/help/organise-contacts-with-tags-in-infinity3/"
updated: "2026-10-07"
category: "Infinity3 Platform / Contacts & CRM"
---

# Organise contacts with tags in Infinity3

Use tags to label contacts and make useful groups easier to find, such as customers interested in a particular service.

#### Before you start

You’ll need access to **Contacts** and permission to edit records.

Use your team’s agreed tags so everyone groups contacts consistently.

#### Add a tag

1. Log into the Infinity3 Platform at app.infinity3.ai.
2. Open **Contacts** and find the person.
3. Click their name to open the record.
4. Find **Tags** and open the tag selector.
5. Search for and select the relevant tag.
6. Click **Apply** to confirm.

For example, use an agreed service-interest tag when a customer asks about that service.

#### Remove a tag

1. Open the contact record.
2. Open the **Tags** selector.
3. Deselect the tag that no longer applies.
4. Click ****Apply**.

#### Find tagged contacts

Open **Contacts** → **Smart Lists** and apply a tag filter. Review the matching records before taking any action.

#### Things to know

- A contact can have several tags.
- Adding or removing tags can trigger configured automations.
- Tags do not assign a team member or create a task by themselves.
- Check your team’s process before changing tags used in workflows.

If a required tag is missing, ask your account administrator or Infinity3 to help.