Apply or remove tags from a contact record

  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

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