How to add/rename/delete Tags?


Tagging is a fast and efficient way to work with a selected group from your contact list. You can create custom tags that are applicable to you, your customers and your business. Tags are shared between all the users of the team in a multi-user account.

  • Add Tag
  • Rename Tag
  • Delete Tag


Add Tag

  1. Click on the Tags menu in the left column to expand the menu (see A).
  2. Scroll down to the bottom of the Tags list and click on the Add Tag... link (see B).
  3. In the Add Tag pop-up window, type a new Tag name in the field provided (see C).
  4. Click Save to create the Tag (see D).


Rename Tag

  1. Click on the Tags menu in the left menu to expand the list.
  2. Mouse hover on the tag that you wish to rename.
  3. Click on the downward arrow to its right (see E).
  4. Select Rename... from the drop-down menu (see F).
  5. In the Rename tag pop-up window, update the existing Tag name (see G).
  6. Click Save to submit changes (see H).


Delete Tag

  1. Click on the Tags menu in the left column to expand the list.
  2. Mouse hover on the tag that you wish to delete.
  3. Click on the downward arrow to its right (see I).
  4. Select Delete from the drop-down menu (see J).
  5. Choose to Delete this tag from; my contacts or all contacts and click OK to confirm your deletion.

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