What’s the difference between tags and categories?

Categories are structured — a contact belongs to one category at a time (Customer, Lead, Vendor, etc.).

Tags are loose. Stick as many tags on a contact as you want (vip, referral, holiday-card, prefers-text, etc.). Tags are flexible and searchable.

Use categories for the big picture. Use tags for the messy details that don’t fit a clean hierarchy.

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