Apply or remove tags from a contact record

This article applies to:

You can apply and remove tags from contact records. 

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

  2. To apply a tag, select a tag from a drop-down and click Apply this Tag.

  3. If you want to create a new tag, click the Create a new Tag button (if your user permissions allow.)

  4. To remove a tag, click the x.

  5. Click Save.

Keap Academy

For more on this topic, check out this training from Keap Academy. Learn at your own-pace as experts walkthrough the set up and application of these features with context and strategic insight.

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