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.

In this article:
Add Tag Rename Tag
Delete Tag Search tag from Tags list

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. 

Still need help? Contact Us Contact Us