Create and manage tags

Last updated: July 23, 2026

Tags organize conversations and contacts across the account. They can also trigger workflows, appear in Inbox filters, and act as eligible stages for the Reports funnel.

Review Tags settings

Open Settings → Tags. Every teammate can view and search the shared tag list. Administrators can create and modify tags.

Visual element	Meaning
Colored dot	The color used wherever the tag is displayed
Award icon	The tag is marked as a Pipeline Tag
Action menu	Administrator controls for editing and, when eligible, deleting the tag

The search field filters tag names as you type. Special Inbox filter conditions such as No Tags, Seen & Not Responded, and Not Responded are not editable account tags and do not appear on this page.

Compare regular, pipeline, and funnel tags

Type	Where it is configured	How it is used	Deletion behavior
Regular tag	Settings → Tags	Contact organization, Inbox filters, workflows, and AI actions	Can be deleted after workflow and contact checks
Pipeline Tag	Settings → Tags	All regular-tag uses plus eligibility for the Reports funnel and a visible pipeline indicator	The Delete action is unavailable until Pipeline Tag is turned off
Funnel stage	Reports → Funnel Pipeline settings	One of the ordered middle stages in Reports	Must be removed from the funnel before Pipeline Tag can be turned off
System tag	Created and protected by Winly	Product-defined contact or reporting behavior	Cannot be renamed or deleted

Marking a tag as a Pipeline Tag does not automatically add it to the Reports funnel. Administrators choose and order funnel stages separately in Configure report goals and funnel stages.

Create a tag

Select Add Tag.
Choose one of the available colors.
Enter a distinct name between 1 and 50 characters.
Select Pipeline Tag only if the tag should be eligible for reporting stages and display as a pipeline status.
Select Create.

Tag names must be unique within the account. Use a single agreed spelling and capitalization for each concept.

Edit a tag

Open the tag's action menu and select Edit. You can change its color, name, or Pipeline Tag setting, subject to these restrictions:

A system tag's name cannot be changed.
A duplicate tag name cannot be saved.
A tag currently used as a Reports funnel stage cannot stop being a Pipeline Tag until it is removed from that funnel.

Renaming a tag updates the shared tag record, but review saved filters, workflow descriptions, AI instructions, and team playbooks that refer to its old wording.

Delete a tag

The Delete action appears only for a regular tag. Before deleting it, Winly checks workflow and contact usage.

Check	What Winly does	Required action
Used by a workflow	Blocks deletion and lists the workflows	Remove the tag from every listed trigger, action, schedule condition, or branch
Assigned to contacts	Shows the number of affected contacts and asks for confirmation	Select Delete Anyway only when the tag should be removed from all those contacts
Pipeline Tag	Hides the Delete action	Remove it from the Reports funnel if necessary, edit it, and turn off Pipeline Tag
System tag	Rejects deletion	Keep the protected tag

Deleting a tag from contacts can change Inbox filters and contact eligibility. A workflow reference always has to be removed first—even when you intend to delete the tag from every contact.

Use tags elsewhere

Manage tags on a contact
Filter the Inbox by tags
Configure workflow tag triggers
Add or remove tags in a workflow