The Tags section within your system offers a robust feature for managing contact tags. While tags can be created in other areas, the Tags section allows you to adjust or delete existing tags. These tags are useful for quickly identifying contacts and can trigger various actions, such as merging contacts, adding them to workflows, or initiating automated email follow-ups.

To get started, locate the Tags section within your Account Settings.

Creating a New Tag #

To add a new contact tag, simply click the “+ New Tag” button. This quick and straightforward process allows you to organize your lead data more effectively by creating tags that suit your needs. Assign an appropriate title, such as “New Lead” or “Paid Customers,” type in the desired tag name, and click “Create.”

Searching Tags #

If you need to quickly locate a specific tag from the list, use the search box. Simply type the tag name into the search field to find it instantly.

Tag List #

Tag Name #

The Tag Name column displays all the titles associated with your existing tags.

Created On #

The Created On column shows the exact date and time each tag was initially created, offering clear visibility into when tags were added to your system.

Updated On #

The Updated On column indicates the last time each tag was edited, displaying the precise date and time any changes were made. If no updates have been made to the tag, the column will display a “-” sign.

Tag Actions #

The actions column on the far right of each tag entry allows you to edit or delete tags as needed.

• Edit: The edit option enables you to quickly modify tag names. Simply click the edit button, and a new window will appear for efficient tag modifications.
• Delete: The delete option allows you to remove a tag from your list. Please note that deleting a tag is permanent; you will need to recreate it if necessary by using the add tag button.

Bulk Action #

For added convenience, you can perform bulk actions by selecting multiple tags via the checkboxes. This feature allows you to delete selected tags simultaneously, saving you time.

Now you are all set to create, edit, and organize tags efficiently.

Frequently Asked Questions #

Where do I manage existing tags? #

Locate the Tags section within your Account Settings. While tags can be created elsewhere, this section lets you adjust or delete existing tags.

How do I create a new tag? #

Click the “+ New Tag” button, type a meaningful name such as “New Lead” or “Paid Customers,” and click Create.

How can I quickly find a specific tag? #

Use the search box at the top of the Tags list and type the tag name to locate it instantly without scrolling.

What do the Created On and Updated On columns show? #

Created On shows the date and time a tag was first created, while Updated On shows when it was last edited. A “-” in Updated On means the tag has not been changed.

Can I delete several tags at once? #

Yes. Select multiple tags using the checkboxes and use the bulk action to delete them simultaneously, saving time.

Is deleting a tag reversible? #

No. Deleting a tag is permanent. If you need it again, you will have to recreate it using the add tag button.