> ## Documentation Index
> Fetch the complete documentation index at: https://docs.useorbitcrm.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Contacts & Tags

> Organize, segment, and manage your form respondents with contacts and tags.

## Understanding Contacts

Contacts are auto-created when someone submits a form with an email address. Each contact includes:

* **Email address** — Unique identifier
* **First and last name**
* **Phone number and company**
* **All form submissions** — Linked to the contact
* **Tags** — For organization and segmentation
* **Activity timeline** — Submissions, meetings, and sequence activity in one feed

## Working with Tags

### Adding Tags

Add tags to contacts to categorize and segment them. Tags can be applied manually or automatically via workflows.

### Removing Tags

Remove tags when a contact's status changes or they no longer fit a segment.

### Tag Examples

| Tag | Use Case |
| - | - |
| Lead | New prospect, not yet qualified |
| Customer | Active paying customer |
| VIP | High-value or key account |
| Newsletter | Subscribed to email list |
| Trial User | In free trial period |
| Enterprise | Enterprise-tier customer |
| Follow Up | Needs follow-up action |

## Editing Contacts

**1. Open the contact**

Click on a contact from your contacts list.

**2. Click Edit**

Use the edit button to modify contact details.

**3. Update fields**

Change any editable field values.

**4. Save**

Save your changes.

### Editable Fields

* Email
* First name / Last name
* Phone
* Company
* Custom fields

## Searching & Filtering

* **Search by Name or Email** — Find contacts quickly
* **Filter by Tag** — View contacts with specific tags
* **Filter by Activity** — Filter by submission count, form count, meeting count, or first meeting booked

## Creating & Managing Tags

* **Color Coding** — Assign colors to tags for visual organization
* **Descriptions** — Add descriptions to clarify tag purpose
* **Contact Count** — See how many contacts have each tag

> [!NOTE]
>
> Tag creation and management may be restricted by team permissions. Check your team settings for tag-related permissions.

## Contact Owners

### Manual Assignment

Assign an owner to a contact manually for follow-up and accountability.

### Round-Robin via Workflows

Use workflows to assign owners automatically:

* **Least Recent** — Assign to the team member with the fewest recent assignments
* **Random** — Randomly distribute new contacts
* **Equal Distribution** — Balance load across team members

> [!NOTE]
>
> Owner-based routing in workflows lets you route contacts to their assigned owner for personalized follow-up.

## Tags in Workflows

Use tags in your workflows for automation:

* **Tag Contact Node** — Add or remove tags based on workflow logic
* **Tag by Source Form** — Automatically tag based on which form they submitted
* **Tag by AI Qualification** — Use AI nodes to qualify and tag leads
* **Tag by Enrichment Data** — Tag based on enriched contact data

## API Access

Contacts and tags can be managed programmatically via the API. See the [API Reference](https://docs.useorbitcrm.ai/developers/api/overview.md) for endpoints and authentication.

## Next Steps

> [card] [Analytics](https://docs.useorbitcrm.ai/guides/analytics.md)
>
> Track contact engagement and conversion

> [card] [Integrations](https://docs.useorbitcrm.ai/guides/integrations)
>
> Sync contacts with your CRM and marketing tools


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