How to add/rename/delete Tags
Tags are a quick and easy way to segment or group your contacts. Once a tag is assigned to a contact you can easily search and filter your contacts by this tag for a fast and efficient way to work with a selected group of contacts.
VIDEO
Add Tag
1
Hover with the cursor over
Tags in the left-hand side menu to display the 3 dots button.
2
Click on the 3 dots button and select →
Add Tag... from the list.
3
In the
Add Tag pop-up window, type a new
Tag name .
4
Click
Save to create the Tag.
Rename Tag
1
Hover with the cursor over the tag you wish to rename to display the 3 dots button.
2
Click on the 3 dots button to the right of the tag you wish to rename and select
Edit tag ...
3
In the
Rename tag pop-up window, update the existing
Tag name .
4
Click
Save to submit changes.
Delete Tag
1
Hover with the cursor over the tag you wish to delete to display the 3 dots button.
2
Click on the 3 dots button to the right of the tag you wish to rename and select
Delete tag...
3
Choose to
Delete this tag from:
my contacts or
all contacts.
4
Click
OK to confirm your deletion.
Note: Deleting tags does not delete the contacts associated with this tag.
Search tag from Tags list
1
Click on the
Tags menu in the left-hand side menu to expand it.
2
Type the name of the tag you're searching for in the search box.
3
The tag you're searching for will be shown ready for you to use it.
NOTE
Tags over 200 stop being displayed in the Tags filter (left-hand-side) and cannot be selected when filtering or bulk updating.