How to Update Tags in Your CRM

Keeping your tags up to date ensures your contact segmentation remains accurate and meaningful. Follow these simple steps to update any existing tag in your CRM system.

👣 Step-by-Step: Update an Existing Tag

🔹 Step 1: Access the CRM

From the side menu, click on “CRM.”

Step 1

🔹 Step 2: Open the Tags Section

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

Step 2

🔹 Step 3: View Tags List

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

Step 3

🔹 Step 4: Click the Edit Button

Find the tag you want to modify and click on its “Edit” icon.

Step 4

🔹 Step 5: Update Tag Name

A dialog box will appear. Enter the new name or changes for the tag.

Step 5

🔹 Step 6: Save the Changes

Click on the “Update” button to save your changes.

Step 6

✅ Step 7: Tag Updated

Your tag will now reflect the updated name or details.

Step 7

💡 Tip:

Use consistent naming conventions for tags to maintain clarity and efficiency across your CRM system.