How to Set Tags, Sources & Metadata in FAB CRM for Better Contact Management
Learn how to set tags, lead sources, and custom metadata in FAB CRM to organize, segment, and manage your contacts for better sales and marketing performance.
Organize and Segment Contacts with FAB CRM Tags, Schemes, Sources & Metadata
FAB CRM empowers your business to do more than just collect contact details — it transforms how you manage, enrich, and activate customer data across your entire organization. Built for modern teams, FAB CRM goes beyond traditional CRM tools by offering advanced features such as customizable tags, lead sources, schemas, and dynamic metadata fields that give every contact profile actionable context. This allows your sales, marketing, and support teams to better understand, segment, and engage each contact based on behavior, origin, and attributes.
From importing leads via bulk upload to segmenting audiences by campaign relevance or sales priority, FAB CRM gives you a fully no-code, user-friendly platform to manage complex contact data with ease. You can structure data for every use case — whether it's tagging contacts based on webinar attendance, tracking acquisition channels like Google Ads or LinkedIn, or customizing lead schemas with fields such as industry, interest level, or region.
FAB CRM’s contact management system doesn’t just organize your data — it enables smarter workflows, targeted communication, and scalable customer engagement strategies. Whether you’re a startup growing your lead base or an enterprise managing thousands of client records, FAB CRM ensures your contact data is clean, consistent, and ready to drive results.
What Is Metadata in FAB CRM?
In today’s data-driven CRM strategies, simply storing contact details is not enough. You need rich, actionable context, and that’s where metadata in FAB CRM comes in. Metadata refers to the additional layers of structured information you can attach to each contact to improve categorization, targeting, and engagement.
In FAB CRM, metadata includes:
Tags: Flexible, color-coded labels that help you classify contacts into meaningful groups, such as VIPs, Cold Leads, Event Attendees, or Partners.
Sources: Identify where a lead or customer originated — whether it's from your Facebook Ads, organic website traffic, referral programs, or offline events.
Lead Schemas: Custom fields tailored to your business, such as Company Name, Designation, Industry, Location, or any other attribute that adds relevance to your outreach.
These metadata elements are more than just labels. They drive how you:
Filter and segment contact lists
Build smart workflows and automation
Generate personalized campaigns
Create custom reports and dashboards
FAB CRM makes it easy to define, manage, and apply metadata without any coding, making your contact database intelligent, scalable, and ready for omnichannel communication.
Why Tags Matter for Segmentation
Tags are a core part of contact segmentation in FAB CRM, giving you the freedom to organize contacts based on business logic, behavior, and engagement history.
Whether you're managing 500 contacts or 50,000, tags help you break down your audience into smart, searchable categories that align with your goals. Popular tag examples include:
Professional connections – for internal stakeholders or B2B clients
Event attendees – for users who joined a specific webinar, trade show, or demo
Warm leads – for prospects who have shown buying intent but haven’t converted yet
Referral clients – leads brought in by an affiliate or customer
Product interest – segmented by services/products they’ve shown interest in
Benefits of Tags:
Multi-tag support: Apply several tags to one contact for deeper segmentation
Visual cues: Use color-coded tags to identify lead types at a glance
Campaign targeting: Filter contacts by tag for focused marketing outreach
Sales pipeline control: Assign tags like “Needs Follow-Up” or “High Priority” for task tracking
Automation-ready: Trigger workflows based on tags (e.g., auto-email when "Trial User" tag is applied)
In FAB CRM, tags are fully customizable, searchable, and can be managed through both manual input and automated workflows, giving your team complete flexibility to build data-driven strategies that convert.
How to Create Tags in FAB CRM
FAB CRM makes it easy to organize and segment your contact database using tags — customizable labels that help you define audience groups with precision. Whether you want to label a contact as a “Newsletter Subscriber,” “VIP Client,” or “Lead from Event,” tags add flexibility and depth to your CRM.
Steps to Create a Tag in FAB CRM:
Navigate to: Data → Tags from the FAB CRM dashboard
Click: Add Tag
Name the Tag: (e.g., “Newsletter Subscriber”, “Webinar Attendee”, “Loyal Customer”)
Choose a Tag Color: (Optional) Assign a color for easy visual recognition
Click Save
Once created, your tag will appear in the system and can be used for segmentation, filtering, automation, and reports. You can edit or delete tags anytime as your business needs evolve.
Assigning Tags to Contacts
Tags can be added to contacts in several ways to ensure flexibility and automation across different workflows.
You can assign tags:
Manually from the Contact List view: Select one or more contacts and apply tags directly.
Inside an individual contact’s profile: Open a contact card and use the tag field to add or update tags.
During bulk upload using Excel import: Include a “Tags” column in your spreadsheet to auto-assign during import.
Through automation rules or triggers: For example, apply the tag “Google Ads” when the source field matches “Google.”
Each contact can carry multiple tags, helping you define nuanced audience segments like “VIP + Tech Interest + Attended Webinar.”
Tracking Lead Sources in FAB CRM
Lead sources are critical to understanding how your prospects and customers discovered your business. Whether they came via social media, search engines, paid ads, or referrals, FAB CRM lets you track these sources for deeper insights into marketing effectiveness and sales attribution.
To Create a New Lead Source:
Navigate to: Data → Sources
Click Add Source
Name the Source: (e.g., “Referral”, “LinkedIn Ad”, “Organic Search”)
Click Save
You can assign lead sources:
During contact creation
As part of a bulk Excel import
Via third-party integrations (e.g., form submissions, APIs)
Benefits of Lead Source Tracking:
Attribution: Understand which channels are driving the most leads
Campaign ROI: Evaluate which paid campaigns deliver results
Segmentation: Group contacts based on acquisition source
Reporting: Build source-specific reports, dashboards, or funnels
FAB CRM provides a structured way to analyze your acquisition funnel by capturing and classifying source data at scale.
Creating Custom Fields with Lead Schema in FAB CRM
Every business has unique data needs, and FAB CRM understands that. While standard CRM fields like name, email, and phone number are essential, many teams need to capture custom attributes to better qualify leads or personalize engagement.
That’s where FAB CRM’s Lead Schema feature comes in. With no-code customization, you can create new fields tailored to your workflows, industry, and goals.
How to Add Custom Fields to Your CRM:
1. Go to: App Settings → Data → Lead Schema
2. Click: Add Field
3. Choose a Field Type:
Text
Number
Date
Dropdown (predefined list)
Boolean (true/false)
Email
Phone
4. Name the Field: (e.g., “Company Size”, “Industry”, “Product Interest”, “Location”)
5. Enable the Field and Click Save
Once configured, your custom field will be integrated across the FAB CRM system.
Where Custom Fields Appear:
Contact creation forms: Custom fields are visible and editable when adding contacts manually.
Bulk import templates: Include your custom fields in your import sheet to capture metadata at scale.
Contact records: View and edit custom data inside each contact profile.
Filters and Segmentation: Use custom fields to create dynamic contact segments and lists.
This makes it easy to structure contact data in ways that align with your sales funnel, marketing strategy, or reporting KPIs.
Bulk Import Contacts with Tags, Sources, and Metadata
Adding thousands of contacts manually can slow your team down. With FAB CRM, you can use the bulk import tool to upload large datasets—including metadata like tags, lead sources, and custom fields—in just a few clicks.
Step-by-Step Guide to Bulk Import:
1. Download the FAB CRM Excel Template
2. Navigate to Audience → Import → Download Template. This ensures all your fields are correctly formatted.
3. Fill In the Spreadsheet with Contact Data:
Full Name
Email Address
Phone and WhatsApp Numbers
Tags (comma-separated if multiple)
Source (e.g., Website, Event, Facebook Ad)
Custom Fields created via Lead Schema (e.g., “Industry”, “Region”)
4. Save the File as .xlsx
5. Upload Your File to FAB CRM:
Go to Audience → Import
Upload your completed file
Preview the mapped data
Review any validation alerts (e.g., missing emails or duplicate entries)
Confirm and click Import
FAB CRM will validate your import, detect duplicates, and populate your database with clean, structured, and tagged records.
Why Use Metadata in Bulk Imports?
Adding metadata during import helps your team:
Start segmentation immediately using tags and lead sources
Automate campaigns based on pre-classified data
Assign leads to the right pipelines or team members
Build custom dashboards with filtered reports and insights
By combining custom lead schemas and advanced import tools, FAB CRM transforms raw data into a usable, smart contact database.
Use Cases of Metadata in FAB CRM
FAB CRM’s metadata system — including tags, lead sources, and custom schemas — brings precision and scalability to your contact management. Whether you're in sales, marketing, support, or HR, you can use metadata to structure workflows, segment audiences, and automate communication.
How Different Teams Benefit from Metadata:
1. Marketing Teams
Tag contacts based on campaign source (e.g., Facebook Ads, Webinars)
Segment users by region, language, or product interest
Use tags like “Newsletter Subscriber” or “Black Friday Buyer” for targeted promotions
Analyze engagement across multiple lead sources for better budget allocation
2. Sales Teams
Track which lead source (e.g., LinkedIn, Referral, Organic Search) delivers high-converting leads
Use priority tags like “Hot Lead”, “Follow-up in 7 Days”, or “Decision Maker”
Assign ownership by tagging leads under specific team members or territories
3. Customer Support Teams
Tag contacts with labels like “High Risk”, “VIP”, or “Pending SLA”
Use metadata to auto-prioritize support tickets and route them to the right agents
Track interaction history through custom fields and tags for better service
4. HR and Educational Institutions
Segment students by batch, intake period, or department
Use tags like “Applied”, “Interviewed”, “Shortlisted”, or “Enrolled”
Build workflows based on lead sources like “Campus Drive” or “Referral Program”
By leveraging metadata across departments, FAB CRM helps create smart segments, reduce manual work, and improve team collaboration.
Benefits of Using FAB CRM Tags, Sources, and Metadata
Organizing your contact database with metadata provides a strong foundation for growth. Here’s what you gain:
Streamlined Contact Management: Easily organize, filter, and find contacts across large databases.
Improved Campaign Targeting: Deliver the right message to the right people based on meaningful segmentation.
Enhanced Data Quality: Reduce redundancy and keep your CRM clean with structured, labeled records.
Smarter Automation: Trigger email sequences, assign owners, or initiate workflows based on tags or sources.
Deeper Insights: Analyze customer journeys by tracking where each contact originated and how they interact over time.
Best Practices for Managing Metadata in FAB CRM
To make the most of tags, sources, and custom fields, follow these CRM hygiene and usability tips:
Use Clear, Consistent Naming Conventions
Avoid duplicate or confusing tag names (e.g., “Webinar-2024” vs. “2024 Webinar”)
Standardize capitalization and spacing for cleaner views
Base Metadata on Behavior, Not Assumptions
Only apply a tag like “Interested in Product A” after a clear action (click, form submission, etc.)
Conduct Regular Metadata Audits
Review and delete outdated or unused tags and sources
Merge duplicate fields or clarify ambiguous labels
Combine Tags + Sources + Custom Fields for Deeper Filtering
Example: Create a segment like “Facebook Leads > USA > Product B > High Priority”
Use this combo to power hyper-targeted marketing or reporting dashboards
By integrating metadata best practices, your FAB CRM becomes a powerful engine for automation, personalization, and conversion tracking.
Get Started with FAB CRM Contact Metadata Today
Contact organization is no longer a manual or chaotic task. With FAB CRM, your contact list becomes a smart, actionable database built for conversion, retention, and growth.
Whether you’re a growing startup, an agency, or a large enterprise, FAB CRM gives you the flexibility to structure your contact data the way your business works.
Log in to FAB CRM today and start setting tags, sources, and schemas under the Data and App Settings sections.
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Metadata in FAB CRM refers to additional information such as tags, lead sources, and custom fields (schemas) used to classify and organize your contact database. It helps you segment leads, personalize campaigns, and manage customer relationships more efficiently.
Why should I use tags in FAB CRM?
Tags help group contacts based on shared characteristics or behaviors, such as “Hot Lead,” “Newsletter Subscriber,” or “Event Attendee.” You can use tags for filtering, segmentation, automation, and personalized communication.
Can I apply multiple tags to a single contact?
Yes. FAB CRM allows you to assign multiple tags to one contact. This makes it easier to segment users across multiple criteria, such as source, interest level, or demographic category.
How do I create and manage lead sources?
You can add and manage lead sources by navigating to Data > Sources in FAB CRM. This feature allows you to track where each contact originated (e.g., LinkedIn, Google Ads, Website Form), helping you measure campaign performance and customer acquisition channels.
What is a lead schema in FAB CRM?
Lead schema refers to custom fields you can add to your CRM, such as “Company Size,” “Industry,” or “Location.” You can create these fields from App Settings > Data > Lead Schema, enabling deeper segmentation and more relevant communication.
Can I import contacts with tags and sources included?
Absolutely. FAB CRM’s Excel import template supports tags, sources, and all custom schema fields. You can bulk-upload thousands of contacts with all metadata in place, ensuring organized and segmented data from day one.
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