Tags

Use tags to label and organize contacts, companies, deals, estimates, and invoices for easy filtering and grouping.

Tags in PaintScout are customizable labels you can add to contacts, companies, deals, estimates, and invoices. Use them to organize, filter, and group records — for example, "Repeat Customer" or "High Priority."

Important: this feature requires the paid Operations add-on.

What Is a Tag?

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

Examples:

• “Repeat Customer”

• “New Lead”

• “High Priority”

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How Do I Customize Tags?

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

Related articles

• Notes — Add and manage internal notes on contacts, companies, and deals

• Operations Guide — Explore the full Operations workflow across deals, events, jobs, and tasks

Related articles

Notes

Add, pin, edit, and manage internal notes on contacts, companies, and deals in PaintScout with version history tracking.

PaintScout Operations Guide

Overview of PaintScout Operations features including deals, sales events, jobs, tasks, contacts, companies, notes, tags, and automations.