Tags in CRM
Local use of Tags in the CRM.
Shared definition and source fields.
Tags classify CRM records. Since the Universal Tags rollout of 2026-10-22, every CRM table has a Tags link to this catalog; the link is optional and assigns nothing automatically. The automation marker cal-lead-n8n records capture origin; it does not enroll a record in a campaign. The legacy Campaign field is text; the campaign a lead came from is linked on the Deal, in Campaign°.
The rollout added 14 columns here: 12 reverse links from the newly tagged tables, plus Tags and From field: Tags, the two sides of a self-link: a catalog row may itself be classified, which does not make tags a hierarchy. Team 2 and Department 2 are the reverse links of the local Team and Department tables; the suffix exists because this table already has columns named Team and Department. Companies.tags and Campaign (mirror).Tags arrive through their own syncs and have no reverse column in this table.
Local usage
| Field | Storage | Current configuration |
|---|---|---|
| People | Linked records | People; Multiple-record picker |
| Interaction | Linked records | Interaction; Multiple-record picker |
| Campaign | Text | Stored value or system-managed audit; edit according to the workflow. |
| Deal | Linked records | Deal; Multiple-record picker |
| Tags | Linked records | Tags; Multiple-record picker |
| From field: Tags | Linked records | Tags; Multiple-record picker |
| Feedback | Linked records | Feedback; Multiple-record picker |
| Membership (mirror) | Linked records | Membership (mirror); Multiple-record picker |
| BusinessRelationship (mirror) | Linked records | BusinessRelationship (mirror); Multiple-record picker |
| Offer (mirror) | Linked records | Offer (mirror); Multiple-record picker |
| schema:DefinedTerm | Linked records | schema:DefinedTerm; Multiple-record picker |
| Team 2 | Linked records | Team; Multiple-record picker |
| Department 2 | Linked records | Department; Multiple-record picker |
| Positions | Linked records | Positions; Multiple-record picker |
| bds:position | Linked records | bds:position; Multiple-record picker |
| Tool Account | Linked records | Tool Account; Multiple-record picker |
| Automation: Lead Source | Linked records | Automation: Lead Source; Multiple-record picker |
| Tasks | Linked records | Tasks; Multiple-record picker |
| Notes 2 | Linked records | Notes table; Multiple-record picker. Inverse of Notes.Tags |
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.