If your LinkedIn network is a cluttered mess, you’re not alone. Having 500+ connections is great—until you actually need to find that one recruiter, old client, or promising lead buried somewhere in your list. That's where Leaddelta comes in. It’s a LinkedIn CRM tool that lets you tag, segment, and actually make sense of your connections.
If you’re a sales rep juggling too many leads, a founder networking for your next round, or just someone who wants to stop losing track of people, this guide is for you. We’ll break down, step by step, how to tag and segment your LinkedIn connections so you can actually use your network (instead of just collecting digital dust).
No fluff, no hype—just what works, what’s a waste of time, and how to get your LinkedIn contacts organized without turning it into a second job.
1. Why bother tagging and segmenting LinkedIn connections?
Let’s get real: LinkedIn itself is terrible at helping you organize your network. Maybe you’ve tried using Notes or manual spreadsheets, but those get old fast. Tagging and segmenting in Leaddelta:
- Helps you find the right people, fast (no more scrolling for ages)
- Lets you group people by industry, deal stage, event, or anything else you care about
- Makes outreach a breeze—you can message targeted groups, not your whole list
- Cuts down on “who the heck is this?” moments when someone messages you out of the blue
If you’re not tagging and segmenting, you’re missing out on the only real way to manage a large LinkedIn network.
2. Get set up: Connecting LinkedIn to Leaddelta
Let’s be honest—getting started isn’t rocket science, but you do need to do it right. Here’s how:
- Sign up for Leaddelta
- Create your account on their website. There’s a free trial, so test it before you commit.
- Connect your LinkedIn account
- You’ll need to give Leaddelta access to your LinkedIn connections. You log in using your LinkedIn credentials through their secure system.
- Heads up: Leaddelta doesn’t post or message on your behalf. It just pulls in your contacts.
- Import your LinkedIn connections
- The first import can take a few minutes (longer if you have thousands of connections). Just let it run.
- Pro tip: If you have a huge network, do this when you have some downtime.
What to watch out for:
- If you have two LinkedIn accounts (work/personal), double-check which one you’re connecting.
- Leaddelta can’t import people you aren’t connected with. This is about wrangling your existing network.
3. Understanding tags and segments in Leaddelta
Before you start slapping labels on everyone, know the difference:
- Tags: Think of these as flexible labels you can assign to any connection. “Client,” “Lead,” “Event 2024,” “Needs follow-up”—anything you want. You can add as many as you like.
- Segments: These are saved filters. For example: “All connections tagged ‘Lead’ AND in ‘San Francisco’ AND with industry = ‘SaaS.’” Segments let you group people based on any mix of tags, job titles, location, etc.
Honest take:
Tags are easy to overuse. Resist the urge to make a new tag for every little thing—you’ll just end up with a mess. Start simple.
4. Step-by-step: Tagging your LinkedIn connections
Here’s the nuts and bolts of actually tagging people in Leaddelta:
Step 1: View your connections
- Log into Leaddelta. You’ll see your entire LinkedIn connections list, finally searchable and sortable.
Step 2: Choose connections to tag
- Use the search bar or filters (job title, location, company, etc.) to narrow down your list.
- Select one or more contacts by ticking the checkboxes next to their names.
- Pro tip: If you’re just starting, focus on your most recent connections or people you talk to the most. Don’t try to tag everyone in one sitting.
Step 3: Add tags
- Click the “Tag” button (it’ll usually be at the top or in a dropdown).
- Type in the name of your tag. If it doesn’t exist, create it on the spot.
- You can add multiple tags to the same person.
- Hit “Save” or “Apply.”
Step 4: Edit or remove tags
- Need to update? Click into a contact’s profile, and you’ll see their tags. Edit as needed.
- To remove a tag, just click the “X” next to it.
Pro Tips:
- Keep your tag list tight. Only make tags you’ll actually use to search or sort.
- Don’t tag everyone at once. Start with your VIPs—clients, prospects, people you want to keep warm.
- Batch actions save time. Tagging in bulk is way faster than one-by-one.
What to skip:
Don’t bother making a tag for every company or every job title—you can filter by those already. Save tags for things LinkedIn can’t do natively.
5. Building useful segments (and not just busywork)
Segments are where Leaddelta actually starts to feel powerful. Here’s how to make segments that actually help rather than just adding more admin to your life.
Step 1: Decide what you want to see
Before you start building, ask yourself:
- Who do you need to find, fast?
- What types of outreach do you do often?
- Which groups do you tend to lose track of?
Good segment examples: - “All leads tagged ‘Demo Requested’ in the past 90 days” - “Clients by region” - “Partners in FinTech industry”
Step 2: Create a segment
- Go to the “Segments” or “Filters” section in Leaddelta.
- Stack up your filters: tag(s), location, company, job title, etc.
- Save this combination as a segment. Give it a name you’ll actually remember.
Step 3: Use and refine
- Click on your new segment anytime to see a live list.
- If it’s not helpful, edit or delete. No shame in killing a segment that isn’t working.
- You can export lists or send group messages (if your plan allows).
What works:
- Use segments for your real workflows—follow-ups, campaigns, event invites.
- Combine tags and native LinkedIn info (like location or industry) for laser-specific lists.
What doesn’t:
- Don’t create a million segments for every minor variation. You’ll never use them.
- Avoid segments that duplicate your tags—keep it clean.
6. Best practices for staying organized (and sane)
You can burn a lot of hours obsessively tagging, but that’s not the point. Here’s how to keep it useful:
- Review tags quarterly. Cull or merge tags that aren’t helpful anymore.
- Limit your core tags. If you can’t remember what a tag means, it’s probably not worth having.
- Don’t be afraid to delete. Outdated tags or segments just add clutter.
- Use notes for context. If you need to remember why someone matters, add a quick note in Leaddelta.
- Automate the boring stuff. If you meet lots of people at an event, tag them in bulk right after.
Pitfalls to avoid: - Tag bloat—don’t turn your tag list into a dumping ground. - Forgetting to use your segments. Set a reminder to check them before campaigns or check-ins. - Making this your full-time job. The goal is to save time, not burn more.
7. What Leaddelta does well (and where it falls short)
The good: - Bulk tagging and filtering is 10x faster than LinkedIn’s native tools. - Search and sort are actually usable. - Segments make outreach and follow-up way more targeted.
The not-so-good: - It’s only as good as your upkeep. If you never review your tags, it’ll get messy. - No magic AI to auto-tag people for you (yet). - Just a heads up: Some advanced features are behind paywalls.
Ignore the hype:
Leaddelta won’t magically turn your network into gold. It’s a tool—not a strategy. But it does make LinkedIn way less painful to use as a real CRM.
8. Next steps: Keep it simple, iterate as you go
Don’t overthink it. Start with a few key tags and segments, use them for a week or two, and see what’s actually helpful. Most people get stuck because they try to tag every single connection up front—skip that. Tidy up as you go, and your LinkedIn connections will finally be useful, not just a giant, scrolling list of strangers.
Your network isn’t going to organize itself. But with a little setup, you can stop losing track of the people who matter most. And that’s the whole point.