Add a tag from a conversation
1
Open the tag selector
Open a conversation and press
L, or use the tag control in the conversation sidebar.2
Choose or create a tag
Select an existing tag or create one with a clear name and color.New workspaces include practical defaults such as
Hot lead, Friend, and Candidate. Replace them with language your team already uses.3
Use the tag in a view
Create or edit an inbox or contact view, then filter on tag membership. The tag now changes what appears in the queue.
Tags follow people across threads
Tags attach relationship context to conversation participants. You will see them in the inbox, contact views, company views, and sidebars.Add notes
Open the person or company in the context sidebar and add a note where you will need it later. Useful notes capture facts that change the next message: → Why they are relevant→ What they asked for
→ Which teammate owns the relationship
→ What happened outside LinkedIn
→ What you promised to send next