Classification terms in CRM
Local use of schema:DefinedTerm in the CRM.
Shared definition and source fields.
Pick shared terms for company industry, legal form and organizational structure. Maintain Industry on the organization in Core. A catalog term names a category; it is not the company, team or department itself.
Local usage
| Field | Storage | Current configuration |
|---|---|---|
| Tags | Linked records | Tags; Multiple-record picker |
Tags was added on 2026-10-22 by the Universal Tags rollout. It is an optional local classification from the shared catalog; it does not grant access, create tasks, change status or enroll a campaign, and it never writes back to the source.
Maintenance
Correct shared facts at their owning source and local links in CRM. A table name or field description alone does not verify sync direction, field mapping, refresh interval or API write support. Campaign has a separately verified contract; do not generalize it to the other mirrors.