Add notes and tags to a contact from the inbox

Keep what you learn in a conversation next to the conversation itself. A note records the context in your own words, and a tag groups contacts so you can find them again. You can add both without leaving the inbox.

Add a note

From an open conversation

1. Open the conversation from Inbox → Messaging.
2. In the right-hand panel, on the Info tab, find the Notes section.
3. Type in the Add notes about this contact... field.
4. Click anywhere outside the field. The note is saved when the field loses focus.

From the conversation list

1. Hover a row in Messaging and click the note icon in the Notes column.
2. Type your note in the Notes window.
3. Click Save.

The note icon stays visible on rows that have a note, so you can spot them at a glance.

Good to know about notes

• One note per contact. It's a single free-text field, not a list of dated entries. To add something, write at the end of the existing text. Adding the date yourself helps later.
• Never sent to LinkedIn. Notes stay in Swimlane. Your contact never sees them.
• Shared with your team. Notes live on the contact, and contacts are shared in your workspace. Teammates who open the contact can read them.
• Searchable. The inbox search field also looks inside notes.
• Used by the AI. The AI draft reads your notes before proposing a reply. The ICP fit uses the first 600 characters and is recalculated after you change the note. Write facts the AI can use, such as Budget decided in Q1 or Prefers a call to a demo.

Add a tag

From an open conversation

1. On the Info tab, find the Tags section.
2. Click Add a tag, or + if the contact already has tags.
3. In the Write a tag name... field, pick an existing tag from the suggestions, or type a new name and choose Create "…". Press Enter to add it.
4. Add more tags the same way if you need to.
5. Click Add.

From the conversation list

Hover a row and click + in the Tags column. Tags show as coloured dots. Hover a dot to see the tag's name.

For several contacts at once

Tick the rows in Messaging, open Bulk Actions, then choose Add tags or Remove tags.

Manage your tags

• Remove a tag from a contact: click the × next to the tag on the Info tab, or hover its dot in the list and click the ×.
• Change a tag's colour: right-click the tag on a contact and pick a colour.
• See everyone with a tag: the Tags group of the inbox sidebar has one page per tag, plus No tag for contacts that have none.
• Rename or delete a tag: click the ⋯ menu next to the tag in the sidebar. Deleting a tag removes it from every contact.

Good to know about tags

• Shared with your team. Tags are visible to everyone in your workspace, on every contact they're attached to.
• Useful in campaigns. Campaign sequences have steps that add or remove a tag, so a tag can mark who has been through a given flow.
• Tags or pipeline? Use a pipeline stage for where a deal stands and tags for traits that don't change as the deal moves forward, such as a sector, an event where you met or a partner.