Tags

NOTE: Depending on your user permissions, you may not have access to all of the components.

All Tags

In this section, you can create and manage contact tags. Tags are used to identify contacts as well as to trigger other actions like adding that contact to a workflow or email sequence! You can also create tags in a bunch of other areas in your CRM, but this is the only place you can delete or edit the tags.

Creating New Tag

To create a new contact tag in your CRM, click this button.

This option will allow you to create new tag and give it a unique name such as "New Lead", "Paid Customer" or whatever the tag is meant for. As shown in the screenshot below, you would need to type the name you want to give to your tag and click on "Add" to save the changes.

Searching Tags

Use this search box to find out a specific Tag from the list. This is helpful when you have bunch of tags created in the system and you need to quickly access one of those tag.

Tags

This column will show all of the Tags you have created by the "Name" you have given to each Tag.

Created On

This column will show the Date and Time when the tag was created in the first place.

Updated On

This column will show the Date and Time when each tag was last updated.

Tag Menu

Look at the screenshot below to see the three dots menu where you can edit a few settings for each tag in the list.

Editing a Tag

This tab will allow you to change the name of the tag you have selected. Clicking on this tab will open up a new window where you can make the desired edits.

Deleting a Tag

This option will allow you to Delete a specific tag from the list.

Deleted Tags

Click the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!