The Tags section in your account settings lets you manage contact tags. While you can create tags in other areas of the CRM, the Tags section is where you can adjust or delete existing ones. Tags help you quickly identify contacts and can trigger actions like merging contacts, adding them to workflows, or sending automated email follow-ups.
Head to your Account Settings to find the Tags section.
Creating a new tag
Click the "+ New Tag" button to add a contact tag. Give it a descriptive name like "New Lead" or "Paid Customers," then click "Create." This helps you organise your lead data in a way that makes sense for your business.
Searching tags
Use the search box to quickly find a specific tag. Just type the tag name and it'll appear instantly.
Tag list
Tag Name
The Tag Name column shows all your existing tag titles.
Created On
The Created On column displays the exact date and time each tag was created, so you can see when tags were added to your system.
Updated On
The Updated On column shows the last time each tag was edited, with the precise date and time of any changes. If a tag hasn't been updated, it displays a "-" sign.
Tag Actions
The actions column on the right of each tag entry lets you edit or delete tags.
- Edit: Click the edit button to modify a tag name. A new window will open for you to make your changes.
- Delete: Click to remove a tag from your list. Deleting is permanent, so you'll need to recreate it if you change your mind.
Bulk action
Select multiple tags using the checkboxes to perform bulk actions. This lets you delete several tags at once, saving you time.
You're all set to create, edit, and organise tags.