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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”
How Do I Customize Tags?
Click the person icon in the top right and choose Account Settings
Go to the Tags section
Here you can edit, remove, and add new tag labels
Related articles
Notes
Add, 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.
