How To Create, Add & Remove Tags

Use Tags

a. How To Create a Tag

1. Go to Tags.

1. Click on New +.

1. Under Details, provide a name and description.

1. Click Save & Close.

b. How To add a tag to one contact

1. Go to Contacts.

1. Open a contact profile.

1. Click on Edit.

1. Scroll down the page and under the Tags field, type a tag name (e.g., VIP, Webinar2025).

1. Press enter.

2. Click Save & Close.

c. How Change Tags for a single or multiple contacts

1. Go to Contacts.

1. Select multiple contacts using checkboxes.

1. Click on the 3 vertical dots above.

1. Select Change Tags.

1. Choose the tags to add or remove.

1. Click Save to apply changes.