PaintScout

🔒 This feature requires the paid CRM Add-on.

A tag is a simple label you can add to contacts, companies, deals, estimates, and invoices to help organize and filter your data. Think of tags like keywords—they make it easy to group similar records and find what you’re looking for later.

- “Repeat Customer”
- “New Lead”
- “High Priority”

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Click the person icon in the top right and choose Account Settings

Here you can edit, remove, and add new tag labels

1. Click the person icon in the top right and choose Account Settings
2. Go to the Tags section
3. Here you can edit, remove, and add new tag labels

Tags in PaintScout

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Tags in PaintScout

What is a Tag?

How to customize your tags: