If your list of leads is a mess, you’re not alone. Even with the slickest tools, it’s easy for things to spiral: duplicate companies, mystery website visitors, and a parade of “maybe next quarter” prospects. If you’re serious about turning web traffic into actual business, you need a system that helps you spot what matters fast—not just another layer of busywork.
That’s where tags in Leadinfo come in. Used right, Leadinfo tags can help you sort, filter, and prioritize your leads—so the important ones don’t slip through the cracks. Used wrong, though, and you’ll just end up with another cluttered list nobody looks at.
This guide is for anyone trying to wrangle their Leadinfo leads into something actionable—whether you’re a solo founder, a sales manager, or just the one person on the team who actually cares about organization.
Why bother with tags at all?
Let’s be honest: Most lead tools drown you in data. Tags let you cut through that noise. Done right, they help you:
- Sort leads by what matters to you (industry, region, deal size, etc.).
- Filter out the noise—so you’re not chasing tire-kickers.
- Spot patterns and gaps in your pipeline.
- Hand off leads to teammates quickly, without a million emails.
But tags aren’t magic. If you try to track everything, you’ll end up tracking nothing. The trick is to keep it simple and only tag what helps you make decisions.
Step 1: Decide what you actually want to track
Before you start tagging, stop and ask: What do I really need to know about my leads?
Don’t just copy some “best practice” list. Your tags should help you answer questions like:
- Who’s a high-priority lead?
- Which leads are in our target industries?
- Who needs a follow-up this week?
- Which leads should I ignore for now?
A few tag ideas that actually work:
- Priority: Hot, Warm, Cold
- Industry: SaaS, Manufacturing, Agency, etc.
- Region: US, UK, DACH, etc.
- Source: Google Ads, Organic, Referral, etc.
- Status: New, Contacted, Demo Booked, Customer
- Ignore: Competitor, Student, Spam
Pro tip:
If you’re not sure whether you’ll use a tag, don’t create it yet. You can always add more later, but cleaning up unused tags is a pain.
Step 2: Set up your tag system in Leadinfo
Leadinfo lets you create and assign tags to companies right from your dashboard. Here’s how to get started:
- Go to your Leadinfo dashboard.
- Pick a lead you want to tag. Open up the company profile.
- Find the "Tags" section. Usually, there’s a tag icon or a field labeled “Tags.”
- Add a new tag or select an existing one. Type your tag and hit enter, or pick from the list.
- Save your changes. (This part’s obvious, but you’d be surprised how many people forget.)
You can add multiple tags to a single lead—so don’t be afraid to combine, say, “Hot,” “SaaS,” and “US.”
Keep your tags consistent:
If one person tags a lead as “High Priority” and another tags “hot,” your filters won’t catch both. Pick your wording and stick to it. If you’ve got a team, write down your tag list somewhere—even a Google Doc works.
Step 3: Tag leads in bulk (and automate where you can)
Nobody wants to tag leads one by one forever. Here’s how to speed things up:
-
Bulk tagging:
In Leadinfo, you can usually select multiple companies and apply a tag to all of them at once. Use filters (like industry or region) to group leads, then tag the whole batch. -
Automated tagging:
Leadinfo offers some automation—like rules that tag leads based on certain criteria (e.g., company size, location, or behavior). Set up these rules under your settings. For example:- Tag all companies from Germany as “DACH.”
- Tag companies that visited your pricing page as “Interested.”
Reality check:
Automation is great, but it’s not perfect. If your rules are too broad, you’ll end up with junk tags. Start simple, check the results, and tweak as you go.
Step 4: Use tags to filter and prioritize leads
Tags only matter if you use them to make decisions. Here’s how to actually put them to work:
-
Filter by priority:
Start your day by filtering for “Hot” or “Warm” leads—you’ll see who’s worth your time right now. -
Find leads by industry or region:
Need to fill a regional quota, or push a new product to a certain sector? Filter by those tags and focus your outreach. -
Spot dead weight:
Filter for “Ignore” or “Spam” tags when cleaning up your list. No sense in wasting time here. -
Handoff made easy:
If you’ve got tags for sales reps or teams (“Assigned: John”), you can quickly see who’s working on what.
Pro tip:
You can combine filters. For example, show only “Hot” leads in “UK” from “Google Ads.” This is where tags actually save you time.
Step 5: Review your tags regularly (and don’t be afraid to prune)
Over time, your tag list will grow—sometimes in ways that don’t help anyone. Every month or so, take a few minutes to:
- Delete unused or duplicate tags. If nobody’s used “Potential Partner” in six months, let it go.
- Merge similar tags. “High Priority” and “Hot” probably mean the same thing—pick one.
- Update lead tags. A “New” lead from last quarter is probably not “New” anymore. Fix outdated tags in batches.
What to ignore:
Don’t bother tagging every tiny detail (like “Visited Contact Page Twice”). Only tag what actually changes how you’ll act on a lead.
Step 6: Make tags work with your existing process
Tags are most useful when they fit into your workflow—not when they’re a separate chore. A few ways to integrate tags:
- Use tags in your CRM sync. If you connect Leadinfo to your CRM, make sure tags transfer over. Otherwise, you’ll lose context.
- Build your follow-up lists using tags. Instead of scrolling through everything, filter by “Demo Booked” or “Needs Follow-Up.”
- Share tag lists with your team. A shared doc or even a Slack message with “current tags we use” can cut down on confusion.
Pro tip:
If tags start feeling like busywork, stop and ask: “Does this tag help me take action?” If not, ditch it.
What works—and what doesn’t—with Leadinfo tags
What works: - Simple, meaningful tags that let you filter fast. - Automation for obvious stuff (region, page visits). - Regular tag clean-up.
What doesn’t: - Over-tagging every possible detail. - Letting every team member invent their own tags. - Ignoring your tags when it’s time to actually reach out.
Don’t get lost in the tagging rabbit hole. The point is to make your life easier, not to check off a box in your sales process.
Keep it simple—and iterate
You don’t need a perfect tagging system. Start with a handful of tags that actually help you work smarter, see how it goes, and tweak as you learn. If a tag isn’t useful, drop it. If you spot a new pattern, add a tag.
Less is more. The goal is to spend less time organizing and more time closing deals. Keep it simple, stay flexible, and you’ll get the most out of Leadinfo tags—without making it another thing you dread doing.