Apply Or Remove Tags From A Contact Record

Introduction

Follow these directions to apply or remove tags from an individual contact record.

 

Step-by-Step Instructions

  1. While viewing a contact record, click the Tag tab

     

  2. To apply an existing tag, select a tag from a drop-down and click on the Apply this Tag button.

     

  3. If you don't see the tag you need, click on the Create a new Tag button (if your user permissions allow.)

     

  4. To remove a tag, click on the "x".

     

  5. Click the Save button to apply your changes.