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How Tags and Notes Work in ProfileSpider

Learn how to use tags and notes in ProfileSpider to organize saved leads, mark status, track sources, prepare exports, and keep lists clean.

Tags Notes Stored locally 5 min read
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Quick answer

Tags and notes help you organize saved ProfileSpider rows after extraction. Use tags for short labels like source, status, client, role, region, or campaign. Use notes for longer manual context, qualification comments, next actions, or review reminders. Adding tags and notes uses 0 credits.

Overview

What Tags and Notes Are For

Tags and notes help turn raw extracted rows into usable lead lists.

  • Tags

    Short labels that help you segment rows by source, status, client, campaign, role, region, niche, or priority.

  • Notes

    Free-text context you add to a saved row, such as qualification comments, next actions, outreach ideas, or review reminders.

  • List organization

    Use tags and notes to keep large extracted lists easier to review, filter, clean, and export.

  • Export context

    Tags and notes can travel with your exported CSV, Excel, or JSON files when included in the list data.

Tags

When to Use Tags

Use tags for labels you want to repeat across many rows.

  • Use source tags such as source:directory, source:xray, source:event, or source:team-page.

  • Use campaign tags such as q2-outbound, founder-led-sales, recruiting-shortlist, or local-seo.

  • Use client tags such as client:acme or client:northstar for agency workflows.

  • Use status tags such as reviewed, needs-email, enriched, qualified, not-a-fit, or priority.

  • Use role tags such as founder, vp-sales, recruiter, engineer, or marketing-lead.

  • Use region tags such as city:barcelona, country:germany, or region:benelux.

Notes

When to Use Notes

Use notes for context that is too specific or too long for a tag.

  • Add why a lead is relevant.

  • Add what to check before outreach.

  • Add missing context from the source page.

  • Add qualification comments.

  • Add a suggested next action.

  • Add client-specific or campaign-specific review notes.

  • Add reminders like “check website first”, “find email”, or “review LinkedIn before outreach”.

Examples

Useful Tag Examples

A consistent tag system makes exported files easier to understand later.

  • Source tags

    source:directory, source:team-page, source:conference, source:xray, source:marketplace

  • Sales tags

    q2-outbound, target-account, warm-lead, needs-email, priority, reviewed

  • Recruiting tags

    frontend, ai-research, senior, barcelona, shortlist, needs-review

  • Agency tags

    client:acme, campaign:q3, source:event, reviewed, export-ready

  • Local tags

    city:barcelona, category:dentists, local-seo, needs-website, reviewed

  • Company research tags

    market:hr-tech, saas, partner-research, competitor-set, account-list

Examples

Useful Note Examples

Notes are best for one-off context and review comments.

  • Qualification note

    “Looks like a good fit for the HR tech campaign; check company size before outreach.”

  • Email note

    “No email found yet. Check contact page or run email finding before export.”

  • Source note

    “Found on sponsor page; may be active in this market.”

  • Recruiting note

    “Strong Vue/Nuxt background; review portfolio before contacting.”

  • Company note

    “Potential integration partner; review product pages and team page.”

  • Review note

    “Possible duplicate. Check website and LinkedIn URL before deleting.”

Workflow

How to Use Tags and Notes

Use them after saving rows and before exporting.

  • 1. Extract a source page

    Run ProfileSpider on a public page with visible leads, profiles, companies, or listings.

  • 2. Save useful rows

    Save the extracted rows to a new or existing list.

  • 3. Add tags

    Add repeated labels for source, campaign, status, client, role, region, or priority.

  • 4. Add notes

    Add manual context, qualification comments, review reminders, or next actions.

  • 5. Review the list

    Use tags and notes to decide which rows to keep, enrich, find emails for, or export.

  • 6. Export

    Export the reviewed list to CSV, Excel, or JSON.

Credits

Tags and Notes Do Not Use Credits

  • Adding tags to saved rows uses 0 credits.

  • Editing tags uses 0 credits.

  • Adding notes to saved rows uses 0 credits.

  • Editing notes uses 0 credits.

  • Using tags and notes before export uses 0 credits.

  • Exporting tags and notes as part of a saved list uses 0 credits.

Strategy

Recommended Tagging Strategy

Use predictable tag patterns so lists stay readable.

  • Use short tags that are easy to scan.

  • Use prefixes when helpful, such as client:, source:, city:, country:, market:, role:, or status:.

  • Avoid creating many near-duplicate tags for the same idea.

  • Use tags for repeated labels, not long explanations.

  • Use notes for comments that only apply to one row.

  • Keep tag names consistent before exporting large lists.

Structure

Tags vs Lists vs Notes

Use each one for a different job.

  • Use lists for projects

    Create lists for major buckets like a client, campaign, source, market, role, or research project.

  • Use tags for segments

    Use tags for repeated labels inside a list, such as reviewed, needs-email, source:event, or city:barcelona.

  • Use notes for context

    Use notes for free-text comments, qualification details, reminders, or next actions.

Exports

Tags and Notes in Exports

Tags and notes are useful because they can preserve your review context when you export a saved list.

For example, an exported prospect list can include tags like needs-email, reviewed, client:acme, or source:conference, plus notes that explain why a row is relevant.

ProfileSpider exports saved lists to CSV, Excel, or JSON. Exporting does not use credits.

Storage

Where Tags and Notes Are Stored

Tags and notes are stored locally in your browser with your saved profiles and lists.

They are not stored as shared cloud CRM records on ProfileSpider servers.

Because they are local, export important lists before clearing browser data, uninstalling the extension, changing devices, or resetting your browser profile.

Teams

Tags and Notes on Teams

Team credits and saved list data are separate concepts.

A team credit pool lets selected members spend shared subscription and top-up credits, but it does not automatically share saved local lists, tags, or notes across the team.

If you need to share tagged or annotated rows, export the list to CSV, Excel, or JSON and share the exported file.

Troubleshooting

Common Tag and Note Issues

  • Too many similar tags

    Use consistent tag patterns. For example, choose either city:barcelona or barcelona and use it consistently.

  • Notes used like tags

    If the same phrase appears on many rows, it is probably better as a tag.

  • Tags used like notes

    If the information is long or specific to one row, put it in a note instead of a tag.

  • Tags or notes missing after cleanup

    Saved tags and notes are local. If browser data is cleared, local list data can be removed. Export important lists regularly.

Questions

Common Questions

What are tags in ProfileSpider?
Tags are short labels you add to saved rows to organize them by source, campaign, client, status, role, region, market, or priority.
What are notes in ProfileSpider?
Notes are free-text comments you add to saved rows for context, qualification, review reminders, or next actions.
Do tags and notes use credits?
No. Adding, editing, and exporting tags and notes uses 0 credits.
When should I use a tag instead of a note?
Use a tag when the same label applies to many rows. Use a note when the information is specific to one row or needs a longer explanation.
Can tags and notes be exported?
Yes. Tags and notes can be included in exported saved lists when those fields are part of the export.
Where are tags and notes stored?
Tags and notes are stored locally in your browser with your saved profiles and lists.
Are tags and notes stored on ProfileSpider servers?
No. Saved profiles, lists, tags, and notes are stored locally in your browser, not as cloud CRM records on ProfileSpider servers.
Can team members see my tags and notes?
No, not automatically. Team credits can be shared, but saved local lists, tags, and notes are not automatically shared across team members.
How do I share tags and notes with someone else?
Export the saved list to CSV, Excel, or JSON and share the exported file.
What happens to tags and notes if I clear browser data?
They can be removed because they are stored locally. Export important lists before clearing browser data, uninstalling the extension, or changing devices.

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