How to Delete a Tag in Your CRM

Removing unused or outdated tags keeps your CRM organized and efficient. Follow the steps below to delete a tag from your CRM system.

👣 Step-by-Step: Delete an Existing Tag

🔹 Step 1: Open the CRM Panel

Navigate to the side menu and click on “CRM.”

Step 1

🔹 Step 2: Access Tags

Under the CRM area, click on the “Tags” button.

Step 2

🔹 Step 3: View All Tags

The Tags management panel will open, displaying all available tags.

Step 3

🔹 Step 4: Delete the Tag

Locate the tag you want to remove.
Click on the “Delete” icon next to it.

Step 4

🔹 Step 5: Confirm Deletion

A confirmation dialog will appear.
Click “Yes” to confirm the deletion.

Step 5

✅ Step 6: Tag Deleted

The tag will now be permanently removed from your CRM.

Step 6

⚠️ Note:

Deleting a tag is irreversible. Ensure the tag is no longer needed before removing it.