Created by Ezra Weinstein, Modified on Tue, 04 Oct 2022 at 10:26 AM by Hannah Harris

Contact Tags


In this section, you can create and manage contact tags. Tags are used to identify contacts as well as to trigger other actions like adding that contact to a workflow or email sequence!


You can also create tags in a bunch of other areas in your CRM, but this is the only place you can delete or edit the tags.


NOTE: Depending on your user permissions, you may not have access to all of the components.


Create New Tag


To create a new contact tag in your CRM, click this button.


Create Your First Tag


You can create tags for all kinds of things like "New Lead", "Paid Customer", and so much more!


Let's create a test tag right now!


Type "Test" in the space provided then save it


Tag Names


This column will show all of your tag names, and order them alphabetically for easy organization.


Edit Tags


Click this icon if you ever want to edit a tag in the future and change its name.


Delete Tags


To delete a tag, you would click this tag. Once you delete a tag, it is gone forever.


Click the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!

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