Tag contacts with topics, companies and expertise
Add topics, companies, and expertise tags to a contact, then filter your network by any of them later.
Beyond the sphere someone's in, you can tag a contact with what they're interested in, where they work, and what they're good at, so your network is searchable by more than just a name.
Why it matters
A sphere tells you how close someone is and how often to reach out. Tags tell you something different: what they'd actually want to hear from you about, or who to call when you need a specific kind of help. "Who do I know who does tax law" is a question a sphere alone can't answer.
This pays off later, not in the moment you add it. The few seconds it takes to tag someone "product management" is what makes them findable the one time, months from now, you actually need a product manager.
How it works
Three tag types cover most of it. Topics are loose interest tags like "AI" or "running." Companies track where someone works. Expertises tag a skill or specialty, so you can search "who does X" later. Each is separate from spheres and from each other; a contact can carry as many topics or expertise tags as fit. Where someone lives gets its own tracking, since it answers a different question. See Track where people live.
How to use it
- On the web: open a contact's profile and add a topic, company, or expertise from there.2. Type to search existing tags, or create a new one on the fly. Relatable suggests popular matches as you type.
- To tag contacts in bulk, select multiple contacts from the Database page and apply a topic, company, or expertise to all of them at once.
- Later, filter your contacts by any of these to pull up everyone who matches. See Filter and bulk-update contacts.
Good to know
- Where a contact came from, a referral, an event, social media, lives on their profile as a source, not here. See Read a contact's full profile.
- Where someone lives is its own article, since it's built for a different job: figuring out who to see when you travel or move. See Track where people live.
- Topics and expertise work the same way under the hood. They're split into two categories so "what they're into" and "what they're good at" don't blur together.
- Contacts imported from LinkedIn get some topics, companies, and expertise filled in automatically, capped at a reasonable number so it doesn't turn into noise.
Ask Whiz
- "What topics does Siouxsie have?"