How to Manage Tags in Your CRM

Tags are customizable labels used to categorize and organize your contacts, leads, and other CRM records. They provide a flexible way to filter, segment, and quickly search for records based on unique attributes that may not be covered by default fields.

👣 Step-by-Step: Manage Tags

🔹 Step 1: Access the CRM

From the side menu, click on the “CRM” option.

Step 1

🔹 Step 2: Navigate to Tags

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

Step 2

🔹 Step 3: Open the Tags Panel

The Tags area will now open, displaying all your existing tags.

Step 3

🔹 Step 4: Manage Your Tags

From here, you can:

  • ➕ Create new tags
  • ✏️ Update existing tags
  • 🗑️ Delete tags you no longer need
Step 4

💡 Pro Tip:

Use tags to create custom groups and easily segment your audience for targeted campaigns and communication.