How to Set Tags, Sources & Metadata in FAB CRM for Better Contact Management

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:

1. Navigate to: Data → Tags from the FAB CRM dashboard
2. Click: Add Tag
3. Name the Tag: (e.g., “Newsletter Subscriber”, “Webinar Attendee”, “Loyal Customer”)
4. Choose a Tag Color: (Optional) Assign a color for easy visual recognition
5. 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:

1. Navigate to: Data → Sources
2. Click Add Source
3. Name the Source: (e.g., “Referral”, “LinkedIn Ad”, “Organic Search”)
4. 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.