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Tags

What is a tag and how can you use tags

Camilla Ahgren avatar
Written by Camilla Ahgren
Updated yesterday

A tag is a word or short phrase used to categorise and filter data in Cinode, making it easier to search and navigate relevant information.

Tags can be added to a range of entities within Cinode, as outlined below. They are specific to your organisation and are not shared across customers, unlike the global skills cloud.

Note: Tags are not the same as skills. To learn more about skills, click here.


Where Can I Use Tags?

Tags can currently be applied to the following entities:

  • Customers

  • Customer contacts

  • Projects

  • Project Roles

  • Partner companies

  • Subcontractors

  • Employees


Common Use Cases

Customers

The "Customers" list may include various types of companies, not just clients.

  • Customer rating (e.g. VIC – Very Important Customer)

  • Industry/market (e.g. Retail, Construction, IT)

  • Relationship type (e.g. Partner, Vendor, Supplier)

  • Customer status (e.g. Churned, Current, Prospect)

  • Geographical location (e.g. Stockholm, London, Multinational)

  • Company size (e.g. SMB, Enterprise)

Customer Contacts

  • Contact rating (e.g. VIP, Stakeholder, Superuser)

  • Campaign association (e.g. Email Campaign 12/03/25)

Projects

  • Lead type (e.g. SQL, MQL)

  • Industry/market (e.g. Retail, Construction, IT)

  • Project location (e.g. Stockholm, London, Global)

Partner Companies

  • Location (e.g. Stockholm, London)

  • Industry focus (e.g. Retail, Construction, IT)

Subcontractors

  • Location (e.g. Stockholm, London)

  • Industry familiarity (e.g. Retail, Construction, IT)

  • Experience level (e.g. Senior, Junior)

Employees

  • Organisational grouping or team affiliation

Use cases and tag types will vary depending on your company’s sector, market, and terminology. Additionally, relevant tags may differ between entity types.


Best Practices

To optimise the use of tags:

  • Standardise tag naming: Define a consistent naming convention. For example, decide whether to use “VIC”, “Very Important Customer”, or “A-Customer”. Using multiple variations for the same category can hinder effective filtering.

  • Avoid long tag strings: Enter tags as separate keywords or phrases rather than combining multiple ideas into one tag.

Example:
Retail Enterprise
Retail Enterprise Customer

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