Tags Groups for organizing Tags

You can easily categorize your tags by sorting them into groups.

In this article:

Add Tag Groups
Ungroup Tags
Rename Tag Groups

1
From the Action Stream page or the Contacts page → hover with the cursor over Tags in the left-hand side menu → click on the 3-dots menu → select Add group from the dropdown.

Action Stream | Hover over tags (left-hand side) and select the 3-dots menu | Add group


2
In the Group pop-up window, type a new Group name → click Save.

Tag Group pop-up window | Add Group name and click Save.


Notes:

  • You can create a new tag and assign it to a group.
  • Move an existing tag to a group by editing it.

From the Action Stream page or the Contacts page → click on the Tags dropdown to expand it and hover over the Tag Group you wish to ungroup → click on the 3-dots menu → select Ungroup from the dropdown.

Action Stream | Expand tags dropdown (left-hand side) | Hover over tags group and select the 3-dots menu | Ungroup



1
From the Action Stream page or the Contacts page → click on the Tags dropdown to expand it and hover over the Tag Group you wish to ungroup → click on the 3-dots menu → select Rename Group from the dropdown.

Action Stream | Expand tags dropdown (left-hand side) | Hover over tags group and select the 3-dots menu | Rename Group


2
In the Group pop-up window, rename the Group → click Save.

Tag Group pop-up window | Update Group name and click Save.

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