The tagging feature allows you to apply descriptive words to a contact record (a person, company or household) in Wealthbox. Tags are like keywords but non-hierarchical. You can assign as many tags as you wish to a contact and easily rename or delete them later. For example, you can tag a contact record with “golfer”, “A Client” or “401k.” Later, when looking for contacts with these assigned words, you can simply click on the tag from the tags section located on the top right corner of the contact list page.

Adding a Tag to a specific Contact

To tag a contact:

When you are creating or editing a contact, you can add existing tags or create and apply new tags to your contact record. Keep in mind you can apply as many tags as you would like before saving. 

Bulk adding and removing Tags

You can also apply and remove tags to multiple contacts using "Bulk Actions".
See: How do I bulk-tag Contacts in Wealthbox? 

Adding Tags during the contact import process

See: Can I import tags?