Creating New Tags

Modified on Wed, 17 Jan at 2:30 PM

CREATING TAGS AREIMPORTANT TO HAVE TAGGING YOUR CONTACTS WITH MULTIPLE TAGS WILL HELP TELL THEIR “STORY” HERE YOU WILL BE ABLE TO:

CREATE NEW TAGS
EDIT NEW OR EXISTING TAGS

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, go to Settings > Tags> New Tag

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 the 3 dots to edit a tag in the future and change its name.

Delete Tags

To delete a tag, you would click the 3 dots. Once you delete a tag, it is gone forever.