Earlier, when you added new contacts to Salesgear or enrolled them into a sequence, you could only assign tags.
Now, you can assign both Lists and Tags right away.
This small change removes a lot of cleanup work later and helps you stay organized from the very first interaction.
With this update, every new contact can be:
Placed into the right list
Labeled with the right tags
Ready for outreach or segmentation immediately
No more adding contacts first and organizing them later.
How Lists and Tags work together
Before we get into steps, here’s the mental model:
Lists help you group contacts into structured buckets
(for example: US SMB Prospects, Hiring Managers, Q4 Outreach)Tags help you add flexible labels across contacts
(for example: sales, fintech, warm lead, event follow-up)
With this update, you can apply both at the same time, at the moment a contact enters Salesgear.
Where this works
You can now add Lists and Tags in two key places:
While creating new contacts
While adding contacts to a sequence
This applies whether you’re adding contacts:
Individually
In bulk
From imports or workflows that end in sequence enrollment
Adding Lists and Tags while creating a new contact
When creating a new contact in Salesgear:
Go to Contacts
Click Add Contact
Choose Single or Multiple
Enter the contact details
You’ll now see options to:
Select one or more Lists
Add existing or new Tags
Once you save:
The contact is created
Added to the selected list(s)
Tagged correctly from day one
No follow-up organization needed.
Adding Lists and Tags while adding contacts to a sequence
When enrolling contacts into a sequence:
Select contacts from Contacts, Discover, or other supported views
Click Add to Sequence
Choose the sequence
Before confirming, you’ll now see options to:
Add the contacts to one or more Lists
Apply Tags at the same time
When the sequence starts:
Contacts are enrolled
Lists are updated
Tags are applied automatically
This keeps outreach, segmentation, and reporting aligned.
Why this improves day-to-day workflows
This update helps in several practical ways:
Cleaner CRM from the start
Contacts don’t sit ungrouped after creation.Faster segmentation later
Lists and tags are already in place when filtering, exporting, or reporting.Better handoffs across teams
Everyone understands why a contact exists and where they belong.Fewer manual steps
No need to revisit contacts just to organize them.
Things to keep in mind
Lists are optional — you can still add contacts without assigning one
Tags can be created on the fly if they don’t already exist
Contacts can belong to multiple lists and have multiple tags
Existing workflows continue to work as before; this only adds flexibility