How do I organize contacts with connection types and tags?

Use connection types, tags, and statuses to make your Genify network easier to search and act on.

Short answer

Use connection types for broad relationship categories and tags for flexible context such as event name, industry, city, priority, or campaign.

Steps

Open a contact.

Choose a connection type such as Client, Colleague, Investor, Partner, Personal, or a custom type.

Add tags that describe where you met, what they care about, or how you want to segment them.

Use contact status or tasks to track what should happen next.

Filter or search your Contacts list when you need a specific group.

Connection types answer who the person is in your network.

Tags answer why the person matters, where you met, what they are connected to, or how you want to find them later.

Use fewer broad connection types and more specific tags.

Create tags that match real workflows, such as conference names, city, deal stage, or referral source.

If your contact list feels noisy, filter by type or tag before taking action.

Yes. Genify supports custom organization patterns so your network can match how you actually think about relationships.

Create a contact by typing details directly into Genify.

Create contact-specific tasks so follow-ups, check-ins, and next steps stay visible.

Connect Genify to HubSpot and control which contacts and relationship context move into your CRM workflow.